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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Data Thieves from Outer Space
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Compare annuity options to see how each one could affect your long-term income outlook.
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Calculate your required minimum distribution amount based on your account balance and age.
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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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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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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Calculate the dividend yield of a holding and see what that means for income over time.
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Around the country, attitudes about retirement are shifting.
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Should You Ever Retire?
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Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?