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.
We believe that sound financial strategies incorporate all aspects of the investment continuum—from discretionary investment management, accounting, and advisory services to credit and loan considerations, global asset allocation, and trust and estate concerns. So we take every one of your financial goals and objectives into account, inviting all of the important people in your advisory circle to work in partnership before we make any investment recommendations.
The result: the confidence that every angle has been covered, all the rough edges have been smoothed out—and what remains is a sound, holistic investment strategy.