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.
Contact UsInvestment Strategy
It is important to find an investment manager that shares your values and outlook.
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Helpful Content
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Learn a little about worldwide currency in this fun infographic
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.