Our Firm
Castellum Asset Management was founded in 2012 outside of the hustle and bustle of city life in Williamsburg, Virginia. It is our belief that the profession has an obligation to serve investors with the highest standards, without a conflict of interest. Our passion lies in creating the best portfolios for investors that have entrusted us with their financial future, not creating products driven by marketing strategies.
Our focus is on long-term results, not short term noise. We constantly monitor the markets and our portfolios to make adjustments as deemed. However, we believe that attempting to time the market or trade short term movements is counterproductive for long term investors. Investment success is achieved through consistently applying a disciplined process that is consistent throughout the market cycle and not focused on popular investments of the day.
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It is important to find an investment manager that shares your values and outlook
Learn MoreHelpful Content
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In this article, explore the benefits of the Federal Student Grant Program.
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Calculate your required minimum distribution amount based on your account balance and age.
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Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Estimate your potential federal capital gains tax liability on the sale of an asset.
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Global and International Funds
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It's easy to let investments accumulate like old receipts in a junk drawer.
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Estate Management 101
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