The firm’s core portfolio philosophy is on delivering absolute return for client assets.

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At CastleMoore we manage client assets through a methodical and disciplined set of systems. 

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Private Client Management

We offer six portfolio types with different risk and objective parameters.

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Institutional Advisory

Learn about The Risk Management Index© Manager Solution.

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Fairness Policy in Security Allocation

Statement of policies and procedures to ensure fairness among clients.

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