Castlekeep Investment Advisors

About

You are using an outdated browser. Please upgrade your browser or activate Google Chrome Frame to improve your experience. Why do people who can go anywhere come to CastleKeep? CastleKeep Investment Advisors LLC (CastleKeep) is a family-owned, independent Registered Investment Advisor (RIA) located in Westport, Connecticut. CastleKeep is headquartered in Fairfield County, Connecticut but serves clients all over the United States and the rest of the world. Charles Haberstroh established CastleKeep in 2000 with the founding principle that very wealthy client families deserve a more independent, flexible and personal level of service than that typically provided by large financial institutions. We don t sell product. We provide our clients with the powerful combination of unbiased financial advice and the global breadth of an Old World private bank. Independent Wealth Management Whether our clients prefer Discretionary Investment Management or Advisory Services , we offer unbiased wealth management solutions that are unique and personal. We do not sell product. We do not use model portfolios. Every portfolio is individually tailored to each client s financial objective, using best-of-breed investment managers and solutions from all over the world. For clients who wish to have an independent quarterly review of their current Investment Advisor, CastleKeep offers its Money Manager Monitoring solution. The Roundtable Approach Our clients are among the world s most successful in the

Key Contact

Geographic Focus