Independent Wealth Management
Whether our clients prefer Discretionary Investment Management or Advisory Services, we offer unbiased wealth management solutions that are unique and personal. We do not sell product. We do not use model portfolios. Every portfolio is individually tailored to each client’s financial objective, using best-of-breed investment managers and solutions from all over the world.
For clients who wish to have an independent quarterly review of their current Investment Advisor, CastleKeep offers its Money Manager Monitoring solution.
The Roundtable Approach
Our clients are among the world’s most successful in their respective businesses. And none of them got there alone. That is why CastleKeep uses the concept of the Roundtable to ensure that all of our clients’ most trusted advisors have a place to confer and collaborate as equals.
From the CKBlog
Why Did This Deal Reach Me?Part of our role for clients is to evaluate the private deals that come across our desks. Sometimes these reach us through a cold call or email, but they also arrive via our own network and in many cases, from our own clients. It takes an extremely high bar for these investments to make it into client portfolios.
Family Office Solutions
Our clients require a special level of attention. Whether they need help managing a real estate purchase, lending solutions, making travel arrangements, bill paying services or help with an asset sale, they turn to us. We act as a family’s personal CFO for their financial affairs. We believe being flexible, independent and creative gives us an edge with our clients.