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
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Beware of these traps that could upend your retirement.
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Understanding the cycle of investing may help you avoid easy pitfalls.
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Good employee health can be great for the company’s bottom line.
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Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Building a Solid Financial Foundation
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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Compare annuity options to see how each one could affect your long-term income outlook.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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