Company Built On Earned Trust

At Aspen And Anchor Strategies, we set ourselves apart by our experience learning from mentors such as former Berkshire Hathaway Co-founder, Charlie Munger (d. 2023) who taught Cort that there is a currency-type value made from trust. We believe trusting us enough to guide you financially is the ultimate complement. You don’t get a professional following of 30,000 LinkedIn followers & 4,200 Newsletter Subscribers by being average. It takes sustained trust & world-class customer service/client relations, which seperate our firm a little more each day. 

Our retirement strategy will create as many revenue streams as possible. This is an area where Cort excels. Everyone who works for Cort believes in him. He obsesses on ideas, paces until an idea comes to him, & is the same person all of the time. He always tells us to be authentic, because you can’t bullshit authenticity, it’s something people feel. We’ve know it’s not some google voice number or operating service, when he says he keeps his cell phone on all night, right by his bed, he means it. Everyone is different requiring customized long-term financial security & peace of mind. Cort will never make hitting a goal more important than serving a client in the right way, no shortcuts. 

Yes, we grow, save, expand, protect, and help you do more with less. Cort comes from a diverse business background. From Purple Mattress to a leading AI company. But what Cort found wasn’t making him happy. It didn’t feel like he had found his calling until he began in the official capacity of financial advising. His own story stems from losing a family member to suicide from a bait-n-switch advisor, who was also a Doctor. Cort immediately felt the pull into this industry because he wasn’t sure who to trust? But he knew he could trust himself & help others overcome adversity, no matter how complex or how long it takes him. 

Naturally, we follow many of the same tendancies as Berkshire Hathaway but with some distinct differences, because they have averaged 19.9% YoY return since 1963 & Cort adds downside protection to his models due to the unpredictability of our time, that costs him some return. And while nothing is guaranteed except that you’ll never lose money, his average rate of return has been among the best in the industry. 

We first seek to understand by thoroughly listening to you, your immediate needs, along with your long-term goals. Then Cort begins a strategy to hopefully get you everything that you need, including a path to your long-term goals. He believes that every client will be a client for life. He strives to make sure every client always gets the better end of the deal. He gives much more than he receives from the outside looking in. He’s a rare person who stands fully accountable for helping people, he’s not transactional, nor does he use any type of script, which 92% of the business does. 

We must be clear that although we have much of the schooling of a CPA & that we read tax laws & tax codes on the weekends, & we work closely with CPAs, WE ARE NOT CPAs. We can’t file your taxes, we are usually mindful of the forms you will need filled out for certain tax advantages and can usually make life pretty easy on your Accountant, a CPA should be consulted regarding all taxation matters. The same holds true with legal matters. We may have passed the LSAT, but we are not practicing attorneys and DO NOT GIVE LEGAL OR TAX ADVICE. We are very well connected & have a trusted team of referral sources that we can refer you to.