We’re here to help you feel confident about your financial future and we believe that great advice is supported by great investment solutions.
At Aspen Investment Management we’ve built a suite of high-quality investment models grounded in a clear and disciplined philosophy—designed to deliver consistent outcomes, reduce complexity, and give your adviser the tools they need to focus on what matters most: you.
By supporting advisers with transparent, well-governed investment frameworks, Aspen helps ensure that the advice you receive is not only tailored to your goals, but backed by a structure that’s built for long-term success. We also work closely with advice firms to provide scalable, compliant solutions that enhance consistency and reduce risk—so your portfolio is managed with care and integrity at every level.
Aspen exists to strengthen the connection between advice and investment execution, helping you move forward with clarity, confidence, and peace of mind.
The Aspen Growth portfolio is an actively managed portfolio providing a diversified exposure with a focus on growth asset classes (90%) relative to defensive asset classes (10%). The portfolio is constructed using a multi-manager approach which seeks to reduce style bias.
The portfolio caters for investors seeking a portfolio of predominantly growth assets that aligns with their preference for sustainable investments with potential for making a positive contribution to society. The portfolio has a strategic allocation of 90% to growth assets and 10% to defensive assets.
The Aspen Balanced portfolio is an actively managed portfolio providing a diversified exposure with a neutral tilt towards growth asset classes (70%) relative to defensive asset classes (30%). The portfolio is constructed using a multi-manager approach which seeks to incorporate a blend of investment styles.
The Aspen Index Balanced portfolio is an actively managed diversified portfolio which obtains exposure using a blend of passive ETFs listed on the ASX and index based managed funds. The portfolio is constructed with a strategic growth exposure of 70% and defensive exposure of 30%.
The portfolio caters for investors seeking a diversified, balanced portfolio of assets that aligns with their preference for sustainable investments with the potential for making a positive contribution to society. The portfolio has a strategic allocation of 70% to growth assets and 30% to defensive assets.
The Aspen Moderate portfolio is an actively managed portfolio providing a diversified exposure with an equal weight towards growth asset classes (50%) relative to defensive asset classes (50%). The portfolio is constructed using a multi-manager approach which seeks to incorporate a blend of investment styles.