ASPEN INVESTMENT MANAGEMENT INC.

Overview

Aspen Investment Management Inc. is an independent, corporation-structured registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. Founded in 2000 and owned by an individual, the firm runs a traditional AUM-based advisory model rather than acting as a capital allocator. Its client base is primarily individual and family households, and the firm does not position itself as an active ESG investor or a multi-state adviser. Investment activity centers on equity exposure delivered primarily through exchange-traded products alongside individual equities. The firm appears to use broad-market ETFs as the anchor of its equity allocations, complemented by select stock positions. Advisory mandates are predominantly discretionary, allowing Aspen Investment Management Inc. to implement model allocations and rebalance on behalf of clients. Given the firm’s use of external real estate managers and mutual funds, Aspen layers third-party alternatives and pooled vehicles into client portfolios for diversification and income generation.

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Location & Offices