A complete list of active advisors currently associated with Castleton Partners, LLC

Warmer can help you find a great advisor at Castleton Partners, LLC or one who fits your needs even better.

Castleton Partners is a fee-only investment adviser that provides discretionary asset management, portfolio consulting, and investment reporting primarily for high-net-worth individuals, families, and foundations; the firm also accepts charitable organizations, corporations, and other business entities. Its service menu includes distinct strategies—Investment Grade Fixed Income, Diversified Portfolio, and Special Strategies—as well as reporting on unmanaged assets and ad hoc consulting engagements. The firm tailors portfolios through written investment policy statements and ongoing monitoring, emphasizing diversification, tax- and cost-efficiency, and forward-looking scenario analysis for asset allocation. Castleton uses Sub‑Advisers and may recommend Independent Managers or private placement strategies for accredited or qualified clients, combining in‑house oversight with outsourced manager allocations where appropriate. Compared with many independent advisers, Castleton offers features that are less common among peers: it may negotiate performance‑based fees for eligible clients and provides portfolio management for institutional, corporate, and charitable clients in addition to individual accounts. Its Special Strategies group actively pursues higher‑risk opportunities—including high‑yield and distressed debt bought at discounts and strategies with higher turnover—and the firm discloses formal processes for oversight of Sub‑Advisers and fair allocation in side‑by‑side management situations.

To learn more about the advisors currently working at Castleton Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.