Our purpose is to be a valued partner in the pursuit of wealth preservation.
Castleton is a registered investment adviser providing customized, fixed income investment management and portfolio consulting through a fully transparent and client-centric business model.
We combine decades of experience managing diverse fixed income portfolios for private clients with a pure bond and investment banking heritage. We use our expertise to design and construct innovative bond portfolios with the efficacy of a large institution, the agility of an independently owned practice and the creative insight of experienced market veterans. This represents an institutional-caliber capability that is seldom available to private investors.
The majority of our clients are themselves accomplished financial professionals. We view this as confirmation that we have earned the trust and confidence of informed and experienced investors. However, it does not suggest an unwillingness to partner with clients outside of the industry.
We are deliberate in partnering with clients who share and appreciate our values, our philosophy and our investing approach.
When we enter into such a partnership, we are accepting the responsibility of protecting wealth.
The gravity of that responsibility is never misplaced.
Company Details
- Founded
- -
- Address
- 140 East 45th Street,
- Phone
- +1-212-832-9700
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- castletonpartners.com
- HQ
- New York, NY
Castleton Partners Questions
Castleton Partners's helpline number is +1-212-832-9700
Castleton Partners's website is castletonpartners.com
Castleton Partners's LinkedIn profile is https://www.linkedin.com/company/castleton-partners
Castleton Partners's industry is
Investment Management
Castleton Partners's top competitors are
The Keystone Group,
Castleton Mortgages,
Ninedot Energy,
Klingenstein Fields Advisors,
Rockwood,
Incline Equity Partners,
Vertis Environmental Finance,
Sapient Global Markets,
Castleton Commodities International,
Pine Ridge Advisers.
Castleton Partners's categories are Investment Management
Castleton Partners's founding year is 2005
