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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Estimate total wedding costs and see how different choices affect your overall budget.
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See how your current savings rate and contributions may grow into retirement income.
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Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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Estimate how much of your Social Security benefit may be subject to federal income tax.
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Estimate how much life insurance coverage may be appropriate for your situation.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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