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
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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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.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Surprises
Making the most of surprises is a great reason to work with us.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.