What is Aljen?
Aljen Asset Management, LLC, established in 2003, is an independent fee-based/commission registered investment advisory firm providing financial planning, services and products to families and corporations throughout the United States.
As wealth managers our investment philosophy is of balance. We believe that the use of asset allocation strategies is the wisest approach to conserve financial assets and maximize growth. As Certified Financial Planners (CFP®) we carefully craft and customize diversified financial plans to fit the investment objectives, liquidity needs, risks and tolerances of our clients. It all begins with your goals and visions.
We are third party administrators for qualified retirement plans. We provide turn-key retirement programs beneficial to an employer to reduce cost and ease administration. Our qualified plans allow sponsors to control the vital areas of retirement plans: plan design, plan testing, daily administration, and compliance. We provide retirement plan participants support in deciding their retirement goals, help them calculate contribution amounts and provide no load investment options to achieve their short and long term goals.