CastleKeep Services

Discretionary Investment Management

CastleKeep offers a flexible range of services to meet your needs and complement your comfort level. Discretionary Portfolio Management is appropriate for clients who, for any number of reasons, choose not to participate in the day-to-day decision-making process of an actively managed account. Together, we establish investment guidelines that govern the discretionary management of your assets by CastleKeep. These will be clearly outlined in the Investment Management Agreement.

With your approval, we will work closely with your legal, tax, and other trusted advisors to fully understand and accommodate your situation and needs. Account statements and performance reports can be issued monthly; online account access may be available from the financial institutions where the investments are held.

We will review performance and guidelines with you periodically and are always personally available to answer your questions or address issues as they arise.