Information & Resources

Choosing an Advisor

One of the most fundamental and critical decision you will make in your lifetime is that of selecting an investment advisor.

Wealthy investors are presented with a myriad of investment alternatives, ranging from the largest and most sophisticated financial institutions in the world offering a broad array of products to specialty boutiques, hedge funds and alternative investment vehicles.

How involved do you want to be in the investment process? How many financial institutions do you want to deal with? What investments should those institutions provide? Are their fees fair and reasonable?

CastleKeep can help you with those questions.