Castlekeep Investment Advisors

CastleKeep Investment Advisors provides portfolio management, investment advisory, money manager search and monitoring, and investment analysis to individuals, families, trusts and estates, high‑net‑worth individuals and private investment companies. The firm’s brochure lists these services as tailored and independent, and it reports managing approximately $921 million in client assets.

The firm describes a client‑by‑client approach that begins with a detailed review of values, objectives and constraints and applies qualitative and quantitative fundamental analysis to security selection. CastleKeep also runs two proprietary equity strategies (a Low P/E strategy and a Defensive Dividend strategy) that it presently implements within client allocations and is evaluating offering as stand‑alone products, and it coordinates with clients’ legal and tax advisers when appropriate.

Compared with many team advisers, CastleKeep’s brochure shows an unusually large asset base relative to its advisory staff and that a majority of its assets are managed on a non‑discretionary basis (roughly $328 million discretionary vs. $593 million non‑discretionary as of December 31, 2025). The firm also documents regular written reporting (letters and portfolio appraisals summarizing market views) and explicitly discusses non‑U.S. securities and currency considerations, reflecting both international investment capability and an emphasis on client‑directed decisioning.