Robert Fraser - Co-Founder, CFO of Aspen Funds
Bob Fraser

Robert Fraser

Co-Founder • CFO

Robert Fraser is a finance and technology executive with over 20 years of experience who is passionate about educating others about alternative investments. In 2012, he co-founded Aspen Funds, a fund management company focused on alternative investments, where he is responsible for financial management, portfolio modeling, as well as systems and processes.

Fraser is the co-host of the Invest Like a Billionaire podcast where he joins his son, Ben, and Aspen co-founder Jim Maffuccio, to dive into the world of alternative investments and speak with successful investors. The trio also discusses economic trends, including megatrends such as inflation, energy prices and deglobalization. The goal is to empower others looking to explore less volatile investment opportunities improving their portfolio’s performance and enabling them to become more financially secure.

Prior to Aspen Funds, Fraser founded NetSales, Inc., a back-office e-commerce provider, in 1995. Under his leadership, the company grew at an average of 20% month-to-month and became the fastest-growing company in its metro area between 1997 and 1999.

A Magna Cum Laude U.C. Berkeley computer scientist, Fraser has also been honored with an Entrepreneur of the Year Award. Since 2002 Fraser has founded and served on several non-profit organizations’ boards of directors and as CFO. Fraser has also been involved in a number of entrepreneurial initiatives, including book publishing, financial consulting, and being an investment fund managing member.

Our Track Record by the Numbers

$M+

Investor
Capital Managed

$M+

Assets Under
Management

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Years Track
Record

$M+

Investor Distributions
Since Inception

Our Models

Income

For investors looking for consistent cash flow every month

Growth

For investors looking to grow their portfolio for the long haul

Income

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Our income fund is designed to generate consistent passive income every month for our investors. Every month we send preferred returns right into your bank account – 9% annually. Or, if you like, you can reinvest those returns and compound your investment.

Also, every quarter we add up any additional profits and share those with our investors. These profits are accrued into the share price, so the value of your shares grow too. What about when you need some or all of your money back? Unlike most private funds, we offer investors the ability to redeem their investment on a quarterly basis after our 1-year lock-up period.

Learn more about the fund strategy.

THE DETAILS

Preferred Return: 9% | Track Record: 8 years | Accredited Investors Only | Minimum Investment: $50,000

Growth

X

Our growth funds are designed to generate strong returns for investors who want to grow and compound their wealth. We started our first fund using this niche strategy and have produced strong results. We continue to operate several funds using this strategy.

Because this is such a niche strategy, and we are very selective in the assets we purchase, we are currently unable to deploy more capital. Be sure to subscribe to our email list to be notified as new opportunities arise or we create new funds.

THE DETAILS

24 Month net IRR: 15.7% | Track Record: 9 years | Status: Currently closed to new investors

Watch The Webinar

The latest 27-minute Aspen Income Fund Deep Dive webinar covers many topics in great detail, including:

How to generate consistent income passively

Real examples of real estate notes and how they work

How private investments compare to other asset classes

The keys to conservatively underwriting these assets

Why it's better to be the bank

About Aspen's historical track record

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