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 CKBlog2020 Semi-Annual Review: A Tale of Two Quarters
We end the analytic portion of our review by reminding you that it pays to hold on. So, thank you for doing just that, especially during the most volatile and perhaps scariest six months some of us can remember.
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.
Customer Relationship Summary
The Securities and Exchange Commission has required Registered Investment Advisors to post Form CRS (Customer Relationship Summary) on their website. Ours can be accessed by clicking on this link:
CastleKeep Form CRS June 2020