Castellan is an independent registered investment advisor wholly owned by perpetual trust with all income annually donated to charitable organizations. If Castellan is ever sold, 100% of the proceeds of the sale will pass on to charities through the trust. Castellan is designed to serve your family for generations.
Create cutting edge solutions as the world changes
Candidly advising only what is in your best interest
Ensuring a long-term partnership
Fee alignment and rigorous outcome measurement
Processes and operations are fully visible