Castellum Asset Management

Castellum Asset Management is an investment firm founded in 2012, located in the tranquil town of Williamsburg, Virginia. Our philosophy is deeply rooted in the belief that investors deserve the highest standards of service, free from conflicts of interest. We are dedicated to creating optimal portfolios for our clients, focusing on long-term results rather than short-term market noise. Our team consistently monitors the markets and our portfolios, making adjustments when necessary, while refraining from market timing and short-term trading tactics.

Our firm is committed to serving advisors and their clients by providing customized investment solutions. We believe that investment success is a result of consistently applying a disciplined process, tailored to each client's unique situation, and not influenced by fleeting popular investments.

Our Capabilities

At Castellum Asset Management, we specialize in sub-advising and managing investment solutions for broker/dealers and high net worth individuals. Our services encompass a wide range of investment strategies and vehicles, allowing us to cater to each client's specific goals, preferences, and risk tolerance.

Goals-Based Investing

Achieving investment objectives requires discipline, diligence, confidence, and patience. At Castellum Asset Management, we practice goals-based investing, which means we focus on aligning our clients' investment strategies with their long-term objectives. This approach helps them remain committed to their investment plans during market volatility, ultimately increasing the likelihood of success.

Custom Solutions

Every client has a unique financial situation, which is why we offer customized investment solutions. Our team works closely with clients to understand their goals, constraints, and risk tolerance, allowing us to develop a tailored investment strategy designed to address their specific needs.

Philosophy

Our firm is built on a strong foundation of principles that guide every decision we make. We believe in:

1. Serving our clients with the highest standards, acting as fiduciaries and always putting their interests first.

2. Maintaining a long-term perspective, focusing on consistent, reliable performance rather than chasing short-term gains.

3. Avoiding conflicts of interest and refraining from any product-driven strategies that may not align with clients' best interests.

4. Employing a disciplined, consistent investment process, allowing clients to remain committed to their investment plans in various market conditions.

Senior Management

Our senior management team comprises experienced professionals with diverse backgrounds in the financial industry. This diversity allows us to draw upon a wealth of knowledge and expertise to better serve our clients' needs.