Castle investment advisory

ICE Limitations. His financial knowledge, proven advising skill, and ability to connect personally with clients puts them at ease and establishes rapport that enables great financial planning and achievement of financial goals. Bill has been in the financial industry since He spent his youthful years working with his father on the family peach farm and still loves growing beautiful flowers and lots of vegetables. Your Email required. Her background includes working within the legal field for 20 years. Murray was born and raised in Tampa, Florida.

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It offers its shareholders the key benefits of private equity by investing in an actively castle investment advisory portfolio of high quality private equity transactions. NAV per share. Stock quote CHF Castle PE targets attractive long-term performance through investments in a well-diversified portfolio of private equity funds and direct investments in private companies and provides:. Semi-annual report Newsletter November Factsheet — share buyback.

Castle Investment Advisory, LLC

Castle Investment Management was founded in and is located in Alexandria, Virginia. The firm is managed by its two founders — Caeli Andrews and Andrew Welle. Everything we do is built around our long-term perspective on investing. Our sub-advisers have established institutional track records, and we bring their strategies to investment professionals through Castle mutual funds. Each of our investment teams follow an understandable, repeatable investment process. Our sub-advisers must have the fortitude to stick to their investment process regardless of the market environment.

Customized Solutions for Sophisticated Investors

Castle Investment Management was founded in and is located in Alexandria, Virginia. The firm is managed by its two founders — Caeli Advisiry and Andrew Welle. Everything we do is built investmrnt our long-term perspective on investing. Our sub-advisers have established institutional track records, and we bring their strategies to investment professionals through Castle mutual funds. Each of our investment teams follow an understandable, repeatable investment process.

Our sub-advisers must have the fortitude to stick to their investment process regardless of the market environment. We recognize that having this discipline can require a great deal of patience.

We prefer sub-advisers who focus on delivering risk metrics lower than the broad market metrics such as down capture, beta, and standard deviation. We place little emphasis on short-term performance and judge the results of our sub-advisers over a full market cycle. We build long-term relationships with like-minded investment professionals and deliver our specialized investment strategies to their clients through the Castle family of mutual funds.

We believe the price paid for an investment is a key determinant of total return. Investments made at too rich a price leave little margin for error. We select sub-advisers who allocate shareholder capital only when investment opportunities can be made at a discount investjent their conservative estimate of fair value. Finally, our sub-advisers must be willing to go it alone, diverge from the crowd, and stick to their investment process regardless of the market environment. Who we are.

What we do Everything we do is built around our long-term perspective on investing. Who we work with We build long-term relationships with like-minded investment professionals and deliver our specialized investment strategies to their clients through the Castle family of mutual funds. Curiosity Our Sub-Advisers: Employ bottom-up fundamental investment processes grounded in independent research that results in a deep understanding of potential investments.

Patience Our Sub-Advisers: Practice patience by first assessing the risks of an investment before assessing the potential return. Wait to make purchases when a stock trades advksory a significant castle investment advisory to their conservative estimate of fair value.

Make long-term investments in companies that are executing on solid business models and are excellent allocators of shareholder capital. Fortitude Our Sub-Advisers: Diverge from the crowd and run focused portfolios of their best ideas. This results in castle investment advisory low correlation to their benchmark and their peers. Focus on returns over a full-market cycle and largely ignore short-term relative returns.

They strive to limit the effects of market downdrafts. Add to their cash positions when valuations are rich and deploy cash when valuations are low and the market is crowded with sellers.

Considerations

Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. Financial Advisors. Actively Managed. Legal Statement. Mark Lynch is a retired executive from Chevron Corporation where he spent 36 years managing various finance organizations with large international scopes. He donates both his time and money to the club which raises money to help support Foster City and San Mateo schools. Access your accounts using one of the following outlets. She especially enjoys retirement and castle investment advisory planning, incorporating tax-free and incestment strategies for her clients at or near retirement. Investments in the Fund are subject to common stock risk, sector risk, and investment management risk.