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.
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.
Services
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.
David brings more than 20 years of capital markets experience, where he has worked with institutional and individual clients advising them on capital market strategies, buy and sell decisions for high net worth portfolios, option. Brian McCleskey serves as Senior Portfolio Manager of Castellum Asset Management where he brings more than 10 years of investment experience including 3 years in a portfolio management capacity.
We are long-term investors and work with advisors and clients who share our view. The quality and discipline of our investment management is more important than the size of our firm. We will not seek growth if it means compromising our investment principles. We seek to establish long-term relationships with advisors and clients.
Riskalyze is the award winning risk engineering technology that mathematically pinpoints a client's Risk Number, and aligns a client's portfolio to match. Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like "conservative" and "aggressive" with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
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