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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Helpful Content
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Find out how large your emergency fund should be based on your monthly expenses.
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See how catch-up contributions after age 50 could significantly boost your retirement balance.
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See how much you may need to save now to cover future college costs for your child.
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Learn about what risk tolerance really means in this helpful and insightful video.
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This short video illustrates the importance of understanding sequence of returns risk.
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