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.

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Continuous Learning

Create cutting edge solutions as the world changes

 

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Integrity

Candidly advising only what is in your best interest

 

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Compatibility

Ensuring a long-term partnership

 

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Accountability

Fee alignment and rigorous outcome measurement

 

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Transparency

Processes and operations are fully visible