A complete list of active advisors currently associated with Aspen Investment Management Inc.

Warmer can help you find a great advisor at Aspen Investment Management Inc. or one who fits your needs even better.

Aspen Investment Management provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, estates and charitable institutions, and also offers participant account management for defined‑contribution plan participants via a third‑party platform for held‑away assets. The firm manages the majority of client assets on a discretionary basis while retaining the flexibility to manage some accounts non‑discretionarily under written agreements. The firm combines fundamental and technical analysis and implements strategies that range from current‑income to equity‑focused allocations, using individual securities, mutual funds, ETFs or proprietary models with attention to tax efficiency and transaction costs. Portfolios are periodically rebalanced but the firm explicitly permits tactical deviations (up to 20% of a target weighting) and may adopt more active, concentrated positions at times, which can increase shorter‑term volatility. Distinctive operational features include a third‑party linking platform to rebalance held‑away participant accounts without taking custody, use of standing letters of instruction for transfers, and support for fractional‑share trading to facilitate smaller rebalances. The firm also discloses an institutional custody relationship with Charles Schwab — including thresholds for Schwab services and paid participation in Schwab’s referral network — arrangements that may affect custody recommendations.

To learn more about the advisors currently working at Aspen Investment Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.