Castellum Asset Management
At Castellum Asset Management, we understand the unique challenges that come with managing wealth. For more than 20 years, our President has served as a trusted partner of individuals, families and institutions, providing wealth management guidance and portfolio management solutions based on a thorough understanding of each client’s situation and goals.
We bring proven knowledge and experience to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.
By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.
Our firm was founded with the belief that every individual has specific goals, needs and desires that cannot be met with an “one size fits all” approach. Because of our view of managing client investments, every portfolio is uniquely crafted, taking into account time horizon, cash flow needs, sensitivity to volatility and tax considerations.