our values

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.



Continuous Learning

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