Aspen was founded in 2019 – dedicated to providing financial advisers and their clients a premium investment management service, through our diverse range of managed portfolios and proprietary portfolio discovery software. We work in partnership with a select group of adviser firms offering exceptional levels of service and stewardship of adviser client assets.

Aspen is dedicated to providing an exceptional investment management experience to advisers and their clients. This is delivered through our premium managed portfolio service (MPS), powered by our proprietary portfolio discovery application.

Managed Portfolio Service (MPS) is a centrally run set of portfolios, or mandates. Each mandate covers a different risk profile (for example, balanced) and, in Aspen’s case, different investment styles (for example, sustainable). Each mandate will hold identical investments for all investors. The mandates are managed by a central team who make all the investment decisions, in order to meet the objectives. Overall, an MPS can provide an efficient, cost-effective solution for a broad range of investors.

Aspen’s MPS solution has been built from the ground up, to have all the hallmarks of a sensible investment solution – from cost effectiveness, to a repeatable process delivering reliable performance – allowing you to sleep easy at night with a clear understanding of what you are invested in and that you have trusted stewards looking after you assets.

The managed portfolios are run by regulated partner firm, and experienced investors, North Capital Management. Andrew Spence oversees the investment team, at North Capital and is supported by a team of analysts, advisers and third party research provider – BCA. For more information on North Capital Management, please see: www.northcapital.co.uk.

Your adviser will provide you with a full breakdown of costs. Whilst Aspen provides a premium investment solution for clients, we do this in a cost effective manner – with our solution being competitively priced in the market and offering value for money for investors.

There are all sorts of surprises in markets, but the general pattern of surprises can reasonably be broken down into four parts, each related to the volume of economic activity (growth) and its pricing (inflation) – either rising above, or falling below, trend. At Aspen, we build portfolios to cater for a range of scenarios that lie ahead in our All Weather approach to investing.

Be it the great depression; world wars; economic booms; economic busts; inflation shocks; or recessions (such as the GFC). All of these were shifts in the economic environment relative to expectations. Truly diversified portfolios can help investors prepare for, and navigate, the unexpected.

We invest alongside clients in our portfolios, and in many cases advisers that use our services do the same. This gives complete alignment of your interests with ours. We care deeply about safeguarding clients assets over the long-term and being trusted stewards of clients assets and building long-term partnerships with advisers.

Our investment management services are only available through a financial adviser. Therefore, we ask that clients contact their adviser about using our services

In most cases, your financial adviser will be able to answer any queries that you have – so we ask clients to contact their adviser in the first instance. However, our contact details are also available here, so please feel free to get in touch with us, if you wish.