Who We Serve

Our clients are families, small business retirement plans and non-profit foundations. There are many situations where families or organizations have asked us to work with friends, family, or other non-profit organizations.  We take special pride in receiving such introductions. In general, we look for the following qualities in our clients:

  • A desire to improve their financial situation and a willingness to communicate openly

  • Willingness to work with, and delegate to, a professional

  • Embrace our investment philosophy

Aspen Capital Management serves clients across the country, as well as locally.

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Individuals & Families

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Foundations & Endowments