Money Manager Search & Monitoring
If requested, CastleKeep may perform a search for suitable money managers on your behalf. If so engaged, CastleKeep can monitor their performance and ensure that investments are made according to established guidelines, as well as compare their performance to standard industry benchmarks. In order to do so, you will need to authorize your financial services provider(s) to furnish CastleKeep with copies of your monthly statements. CastleKeep can also, at your request, consolidate this information and provide you with one concise overview of your investments.