All portfolios at CastleMoore are managed based on a BluePrint™, an investment policy statement (IPS). This allows us to chart a course for your assets, detailing such things as discretion parameters, portfolio income requirements, tax situation or restrictions on the purchase or sale of any securities. It also helps in determining your investor type (see audio recording "Modern Financial Fiascos" under audio/video tab for more on this)
The BluePrint foundation is based on information recorded and verified in the Client Questionnaire. We have provided here to begin the process of becoming a CastleMoore client - the next step.
If you have not spoken with CastleMoore directly we encourage you to do so as you complete Client Questionnaire. This will allow you to develop an initial contact to assist you.
Please print, complete and then fax to 416.352.0190, or scan an e-mail to email@example.com. We will contact you quickly to confirm its receipt by CastleMoore and discuss your responses.