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Aspen Capital Management

Wealth Offers Opportunity, But It Demands Responsibility. I offer several unique benefits to my clients:. No ties or affiliation with any financial institution. All investment research and recommendations are developed internally. Ndash; Operating as a fee-only wealth management firm removes potential conflicts of interest between advice and fees. Personal Service and Attention. Aspen Capital Management makes every effort to build, preserve and transfer your wealth in a manner consistent with your goals,...

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CONTACTS AT ASPENCAPITALMGMT.COM

Mike Mers

802 W●●●●●nnock

Sui●●●207

Bo●●se , Idaho, 83702

United States

1.20●●●●0174
1.20●●●●1945
mi●●@aspencapitalmgmt.com

View this contact

Mike Mers

802 W●●●●●nnock

Sui●●●207

Bo●●se , Idaho, 83702

United States

1.20●●●●0174
1.20●●●●1945
mi●●@aspencapitalmgmt.com

View this contact

Mike Mers

802 W●●●●●nnock

Sui●●●207

Bo●●se , Idaho, 83702

United States

1.20●●●●0174
1.20●●●●1945
mi●●@aspencapitalmgmt.com

View this contact

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Aspen Capital Management | aspencapitalmgmt.com Reviews
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Wealth Offers Opportunity, But It Demands Responsibility. I offer several unique benefits to my clients:. No ties or affiliation with any financial institution. All investment research and recommendations are developed internally. Ndash; Operating as a fee-only wealth management firm removes potential conflicts of interest between advice and fees. Personal Service and Attention. Aspen Capital Management makes every effort to build, preserve and transfer your wealth in a manner consistent with your goals,...
<META>
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1 aspen capital management
2 our company
3 biography
4 our services
5 philosophy
6 our clients
7 resources
8 webinar strategy updates
9 quarterly investment updates
10 articles and videos
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aspen capital management,our company,biography,our services,philosophy,our clients,resources,webinar strategy updates,quarterly investment updates,articles and videos,disclosure,independence,objectivity,breadth of advice
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Aspen Capital Management | aspencapitalmgmt.com Reviews

https://aspencapitalmgmt.com

Wealth Offers Opportunity, But It Demands Responsibility. I offer several unique benefits to my clients:. No ties or affiliation with any financial institution. All investment research and recommendations are developed internally. Ndash; Operating as a fee-only wealth management firm removes potential conflicts of interest between advice and fees. Personal Service and Attention. Aspen Capital Management makes every effort to build, preserve and transfer your wealth in a manner consistent with your goals,...

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aspencapitalmgmt.com aspencapitalmgmt.com
1

Aspen Capital Management

http://www.aspencapitalmgmt.com/aspen/index.cfm/resources/webinar_strategy_updates

Review 2015 market performance and discussion of historic volatility for the US markets. We also discuss the historic performance of the value premium in global equities. Review 2014 market performance and discussion of expected returns for bond and stock markets given current market valuations. Review 2014 YTD market performance and discussion of expected returns for bond and stock markets given current market valuations. Review 2012 market performance. Review 2012 market performance. Review 2010 YTD ma...

2

Aspen Capital Management

http://www.aspencapitalmgmt.com/aspen/index.cfm/resources/quarterly_investment_updates

Below you will find links to our Quarterly Market Reviews. These include data and c. Ommentary on the global market performance during the quarter, including historical performanc data for the global equity, bond and real estate markets. In addition, most quarter's review includes a topic of discussion we hope you'll find interesting. We've included the last year's reviews as well as the year end review for previous years. 2014 Economy and Market Review. 2013 Economy and Market Review.

3

Aspen Capital Management

http://www.aspencapitalmgmt.com/aspen/index.cfm/our_services/philosophy

Aspen Capital Management's recommendations are based on the outcome of the financial plan, our discussions and risk analysis work you will have completed. Your Investment Policy Statement includes:. Our philosophy and approach to managing clients assets. Analysis of and recommendation concerning existing investments. Recommended portfolio asset allocation. While each client's Investment Policy Statement is customized, five themes are important in the construction of each portfolio:.

4

Aspen Capital Management

http://www.aspencapitalmgmt.com/aspen/index.cfm/our_company

Aspen Capital Management is a fee-only wealth management firm specializing in comprehensive financial planning, diversified portfolio design, and customized investment solutions. We have spent years helping families reach their long-term goals by linking their personal goals with appropriate financial planning and investment strategies. Learn more about our firm's leadership.

5

Aspen Capital Management

http://www.aspencapitalmgmt.com/aspen/index.cfm/our_company/biography

Mike Mers, Founder. Mike Mers founded Aspen Capital Management as an independent, fee-only. Wealth management firm specializing in financial planning, diversified portfolio design, and low-cost, customized investment solutions. He has spent years helping families and non-profits reach their long-term goals by linking those goals with appropriate financial planning and disciplined, long-term investment strategies. Mike is a past board member of the Boise State University Bronco Athletic Association and pa...

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Aspen Capital Management

Wealth Offers Opportunity, But It Demands Responsibility. I offer several unique benefits to my clients:. No ties or affiliation with any financial institution. All investment research and recommendations are developed internally. Ndash; Operating as a fee-only wealth management firm removes potential conflicts of interest between advice and fees. Personal Service and Attention. Aspen Capital Management makes every effort to build, preserve and transfer your wealth in a manner consistent with your goals,...

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