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 KrausBusiness 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 ...
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.
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. [View more information]
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.
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.