CastlePoint Investment Group is a privately held family office specializing in creating wealth for clients by actively managing focused, large cap equity portfolios and using index funds for exposure to other asset classes.
The firm began offering its flagship large cap equity product in 2005. The firm’s founder, John G. Alexander, CFA, began his investment career managing almost $2 billion in focused large cap equity portfolios for institutional clients in addition to co-managing the $5 billion equity portion of a Morningstar top-rated balanced mutual fund.
CastlePoint's Senior Advisor and Director, Donald L. Tuttle, CFA, is a former member of the Board of Trustees of Bank One’s One Group mutual funds totaling over $100 billion in assets, the Board of the College for Financial Planning and the Board of the Federal Home Loan Bank of Indianapolis. He is the author or editor of six books and numerous articles, including the third edition of Managing Investment Portfolios: A Dynamic Process (2007).
CastlePoint offers a disciplined, long-term investment approach that focuses on capital preservation while generating superior risk-adjusted returns over a full market cycle.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 814 Greyfield Ln, Sandy Springs,georgia 30350,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- castlepoint-inv.com
- Keywords
- Portfolio management, Active asset allocation, Investment Advisor, Valuation, Equity Research, Fundamental Research, Financial Analysis, Investment Process, Family Office.
- HQ
- Sandy Springs, Georgia
Castlepoint Investment Group Questions
Castlepoint Investment Group's website is castlepoint-inv.com
Castlepoint Investment Group's LinkedIn profile is https://www.linkedin.com/company/castlepoint-investment-group-llc
Castlepoint Investment Group has
3 employees.
View email and phone details for 3
employees at Castlepoint Investment Group.
Castlepoint Investment Group's industry is
Investment Management
Castlepoint Investment Group's top competitors are
Talenz Ares Patrimoine,
Finance For Forces,
Growthful,
Momentli,
Cornerstone Investment Partners,
Romano Mario,
Venkman, Stanz & Spencer S.l.,
First Street Retail Partners, Llc,
Goodman Corporate Finance,
Avon Mutual.
Castlepoint Investment Group's categories are Investment Management
Castlepoint Investment Group's founding year is 2005
