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.
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.
Services
Our clients are among the world's most successful in their respective businesses. And none of them got there alone. That is why CastleKeep uses the concept of the Roundtable to ensure that all of our clients' most trusted advisors have a place to confer and collaborate as equals.
We believe that sound financial strategies incorporate all aspects of the investment continuum-from discretionary investment management, accounting, and advisory services to credit and loan considerations, global asset allocation, and trust and estate concerns.
We believe that sound financial strategies incorporate all aspects of the investment continuum-from discretionary investment management, accounting, and advisory services to credit and loan considerations, global asset allocation, and trust and estate concerns.
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