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.