Castle Investment Advisors®
Castle Investment Advisors, LLC is an SEC registered investment advisory firm providing management for personal assets, charitable trusts, private family foundations, pensions and other retirement assets. We use a combination of individual stocks, mutual funds, exchange traded funds, municipal bonds, corporate and government bonds and other prudent investments to build diversified portfolios that fit our clients' personal financial goals.
We strive to add value to our clients' accounts by working with custodians to keep expenses as low as possible, taking advantage of securities without transaction fees whenever possible.
We take into account our clients' personal situations and design a well-diversified portfolio specific to their needs. Because we are independent and not affiliated with a broker-dealer, our advice is purely tied to the intended success of our clients' investments.