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 CKBlogChoose the Best, Do the Worst?
“Should I just invest my entire portfolio in the S&P 500 Index? It’s done so well and represents the best economy in the world.” But is it always a good choice?
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.