Independent Wealth Management
Whether our clients prefer Discretionary Investment Management or Advisory Services, we offer unbiased wealth management solutions that are unique and personal. We do not sell product. We do not use model portfolios. Every portfolio is individually tailored to each client’s financial objective, using best-of-breed investment managers and solutions from all over the world.
For clients who wish to have an independent quarterly review of their current Investment Advisor, CastleKeep offers its Money Manager Monitoring solution.