Mission Statement

It is important for our clients to have the right expectations before beginning a relationship with Castle.  When working with clients, we set the following goals:

  • To educate clients and relieve them of current misconceptions
  • To inform clients of our outlook on the future economic climate
  • To assess portfolio risks; then manage accounts based on those risks
  • To appropriately benchmark account performance
  • To provide exceptional client servicing

Most importantly, we will not offer clients an unrealistic expectation of return.