Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses - Title Bar
 
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Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses  
 
 
Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses - 1 Orchard Rd, Suite 130, Lake Forest, CA 92630
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Stanton & Castleton, Inc. - Contact Us
Robert J. StantonFinancial Advisor &
Registered Principal, RJFS

Bob Stanton began his career on the pension side of the business and has also served as a retirement plan analyst and annuity consultant. Click here for more ...

Ronald A. Castleton Financial Advisor
Registered Principal, RJFS

Ron Castleton has built his practice as a financial advisor by helping to manage and preserve the wealth of individuals and businesses. Click here for more ...

Kevin Kraus Business Development
Kevin Kraus' role in Business Development is to establish and nurture relationships with other financial professionals such as CPA's and Attorneys. Click here for more ...
 
 
  Stanton & Castleton, Inc. - Lake Forest, CA - Comprehensive Financial Solutions for Individuals & Businesses

Investing isn’t a one-time commitment. It’s an ongoing process that should have a consistent focus, along with the flexibility to adjust to your changing needs. To help you choose investments that are right for your specific situation, our team first takes the time to get to know you – not just your assets or portfolio. We want to understand your family, your priorities, your goals for the future and your tolerance for risk before recommending investment alternatives.

Manage
Once we thoroughly understand your circumstances, we match your preferences with one of our carefully researched portfolios. Ranging from a conservative income strategy to a more aggressive equity-based model, these portfolios allow us to meet the majority of our clients’ needs. However, we also understand that some investors have very specific requirements. As such, we are not constrained by these models and can create individual portfolios as necessary.
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Monitor
We don’t just choose investments and expect them to perform. We closely monitor market and economic trends on a daily basis to help ensure each portfolio is producing the desired results. In addition, for every recommended portfolio, we create a "shadow" portfolio. These portfolios closely track the primary investment combinations, making transition simple and efficient if for any reason we feel the primary investment mix is no longer the most suitable or appropriate alternative for our clients.

Maintain
It is important that we ensure your asset allocation remains in line with your personal objectives. As such, we believe meeting with you on a periodic basis is a necessary part of properly maintaining your portfolio. These scheduled conferences are intended to keep us up to date on changes to your personal situation, investment goals and general attitudes about investing. However, we are also available any time you would like to discuss your portfolio.
 
© Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stanton & Castleton, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services. Privacy Policy.
This site is published for residents of the United States only. Raymond James’ financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.