Managed portfolios, available exclusively through financial advisers.
Aspen is the dedicated Managed Portfolio Service, from North Capital - available solely through financial advisers. We offer a range of portfolio strategies, across the risk and style spectrum, to suit a wide variety of investor requirements. Each portfolio is a blend of active and passive funds, seeking to achieve the desired outcome at the lowest cost.
We provide a fully own branded portfolio discovery system - to help guide Advisers to the right portfolio for their clients. The intuitive and interactive system assesses core reasons for investing, risk appetite and other factors that are important to the investor. The aim is to stimulate an engaging conversation on investing between the client and adviser and leave form filling behind.