Why CastleKeep?
Advantages of CastleKeep
CastleKeep offers its clients key advantages over large financial institutions. Among those are:
CastleKeep | Large Financial Institutions | |
| Unbiased Investment Advice | YES | NO |
| Third-party Remuneration | NO | YES |
| Consolidation of Investments & Investment Results | YES | NO |
| Personal vs. Personalized Attention | YES | NO |
| Full Range of Financial Services & Products | YES | YES |
| Customized Account Statements | YES | NO |
| Product Selling | NO | YES |
| Monitoring Other Investment Managers | YES | NO |
| Wrap Fees | NO | YES |
| Custodian of Assets | NO* | YES |
| Unification of All Investments Goals & Objectives | YES | NO |
* Except when explicitly disclosed and all regulatory requirements are met.