At CastleKeep, we start with your vision — your personal and professional goals, your values, and the legacy you wish to leave to your family and the community. Equipped with this knowledge, we work with you to create a financial structure that achieves your objectives.

The CastleKeep Difference

• At CastleKeep, all investment recommendations are unbiased and their selection is solely based on risk-adjusted performance and suitability to your objectives.
• CastleKeep can manage your assets directly, or oversee your asset managers. Our team of professionals has ONE primary function — to monitor your investments with regard to the economic climate and market movements so that we may help you meet and exceed your expectations.
• By analyzing your holdings in terms of their cost effective management, we are often able to reduce your overall cost by consolidating holdings and diversifying them among your individual asset managers. We can also reduce or eliminate duplication of specific investments amoung different asset managers. We prepare a consolidated statement of your entire investment portfolio as frequently as fits your needs.
• CastleKeep takes pride in the level of attention we are able to offer you, and we believe that our outstanding personal service distinguishes us from most financial service providers.

 Strategy

Based upon your goals, we prepare a complete review of your current investments. After a thorough analysis, we offer you a comprehensive approach to wealth management centered on your needs and aspirations. Throughout this process, we work closely with you to set financial and estate planning goals. This approach allows us to devise an effective plan for the management of your wealth.

In our analysis, we consider the location of your investments and the cost-effectiveness of the various service providers. If appropriate, we may propose consolidation of your holdings within fewer institutions, or we may recommend that your fixed income assets be managed separately from your equities holdings to benefit from the expertise of the various investment managers.

To maximize the return on assets and, as market conditions suggest, we may, from time to time, propose leveraging your portfolio or shifting a portion of your assets into cash.

We are not bound by nor do we favor a particular investment style, which allows us to offer you enhanced flexibility in managing your exposure to changing markets.

Our goal, first and foremost, is to offer innovative solutions which ultimately assist you in organizing and simplifying all aspects of your financial life.