| |
CastleKeep
|
Large
Financial Institutions
|
| Unbiased investment advice |
YES |
No |
| Third-party remuneration |
NO |
Yes |
| Remuneration according
to client preferences |
YES |
No |
| Consolidation of investments
and investment results |
YES |
No |
| Personal attention and
service |
YES |
No |
| Full range of financial
services and products |
YES |
Yes |
| Information and updates
in a manner most convenient for you |
YES |
No |
| Product selling |
NO |
Yes |
| Monitoring other investment
managers |
YES |
No |
| Wrap fees |
NO |
Yes |
| Assimilation of all investments,
goals, and objectives into one advisory service. |
YES |
No |
