Why CastleKeep?

Advantages of CastleKeep

CastleKeep offers its clients key advantages over large financial institutions. Among those are:

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.