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
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Helpful Content
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Explore how compound interest can grow your money over time with this interactive tool.
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How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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The tax rules governing profits you realize from the sale of your home have changed in recent years.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
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Get a snapshot of your overall financial picture by calculating your total net worth.
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Estimate total wedding costs and see how different choices affect your overall budget.
Debt vs. Investment
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Work backwards from your savings goal to find the rate of return you'd need to get there.
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Estimate how much you may earn over your working years based on your current income.
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Learn about what risk tolerance really means in this helpful and insightful video.
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