Our Philosophy

At Castlepoint, we are passionate about liberating people from the difficulty and stress of making investment decisions on their own. The Castlepoint philosophy for building a successful client experience is through an enduring relationship, objective and conflict-free advice, and a focus on client advocacy.

We go beyond the traditional US stock and bond allocations, including investing Globally and tailor strategies to each individual client. Your portfolio will be broadly diversified among the global financial markets using institutional-level investment strategies.

Our managers are disciplined in rebalancing to established asset class targets when necessary to ensure proper risk management. We emphasize keeping investment costs as low as possible, emphasizing tax efficiency within your portfolio. Most importantly, a disciplined adherence to your investment plan, which we strive to enforce through our investment counseling, significantly improves its chance of success and supports your long-term retirement goals.

Our investment philosophy is grounded in academic research influenced heavily by Nobel Prize-winning financial economists. We are continually evaluating different managers through our internal due diligence practices to ensure we are using the best strategies and vehicles to meet our client’s needs.

Investing success is not just about making money, but equally important, managing risk. Castlepoint believes there is no place for speculation with your long-term investments, such as stock-picking, market timing, or trend chasing strategies. Your broadly diversified portfolio will be invested in over 12,000 companies and across 45 different countries.