Business Details
26 Years
experience
Your Trusted Partner for Independent Financial Advisory Services
Castlekeep Investment Advisor is a family-owned, independent Registered Investment Advisor (RIA) established in 2000 to provide high-net-worth clients with unbiased financial planning and investment advice. Headquartered in Westport, Connecticut, we serve clients globally while maintaining a personal approach that prioritizes flexibility and independence. Our founding principle remains unchanged: wealthy families deserve service that transcends the limitations of large financial institutions. We distinguish ourselves by not selling products or using model portfolios, instead crafting individually tailored solutions using best-of-breed global investment managers. Our proprietary Roundtable Approach facilitates collaboration among clients' trusted advisors to create holistic financial strategies.With over two decades of experience, we combine the global reach of an Old World private bank with the personalized service of a boutique firm. Our team's expertise spans discretionary investment management, advisory services, and family office solutions, addressing every aspect of wealth management. We maintain transparency through our SEC-mandated Customer Relationship Summary and operate with full disclosure of our fee-only structure. Our commitment to client-centric service has earned us long-term relationships with some of the world's most successful business leaders.
Services
Discretionary Investment Management
Advisory Services
Money Manager Monitoring
Family Office Solutions
Roundtable Approach
Details
- Year established: 2000
Highlights and features
- We provide unbiased financial advice without selling proprietary products
- Every portfolio is individually tailored to specific financial objectives
- Our Roundtable Approach coordinates all trusted advisors for holistic planning
- We combine global investment resources with personalized service
- Family-owned since 2000 with proven expertise in high-net-worth wealth management
Associations and certifications
- Securities and Exchange Commission (SEC)
Services
Discretionary Investment Management
We create customized investment portfolios tailored to individual financial objectives. Our approach combines global best-of-breed investment managers with personalized risk assessment. This service provides active management of assets while maintaining complete transparency and client oversight.
Advisory Services
Our advisory services offer strategic guidance for comprehensive wealth management. We analyze clients' financial situations to develop tailored investment strategies. This includes ongoing portfolio reviews and market analysis to ensure alignment with evolving financial goals.
Family Office Solutions
We provide comprehensive financial management for high-net-worth families. Our services include real estate transaction assistance, lending solutions, and asset sale support. Acting as a personal CFO, we coordinate complex financial matters while maintaining strict confidentiality.
Money Manager Monitoring
This service offers independent quarterly reviews of existing investment advisors. We assess performance and strategy alignment with client objectives. Our monitoring ensures accountability and provides recommendations for portfolio optimization when needed.
Roundtable Approach
We coordinate clients' trusted advisors to create holistic financial strategies. This collaborative approach integrates investment management with legal, tax, and estate planning considerations. The result is comprehensive solutions that address all aspects of wealth management.
People
Charles W.K. Haberstroh
President
Founder of Castlekeep Investment Advisor with over two decades of experience in wealth management. Specializes in creating independent financial strategies for high-net-worth families while maintaining a client-first philosophy.
Questions
What makes CastleKeep different from other financial advisors?
We are an independent, family-owned firm that doesn't sell products or use model portfolios. Our Roundtable Approach coordinates all your financial advisors to create comprehensive strategies.
Do you work with international clients?
Yes, while headquartered in Connecticut, we serve clients globally with financial solutions that consider international market dynamics and opportunities.
How are investment decisions made?
Every portfolio is individually tailored using best-of-breed global investment managers. We combine discretionary management with advisory services to meet specific client objectives.
What services do family office clients receive?
We act as a personal CFO, providing real estate transaction assistance, lending solutions, asset sale support, and comprehensive financial coordination for high-net-worth families.
How can I review your business practices?
Our SEC-mandated Customer Relationship Summary (Form CRS) provides full disclosure of our fee structure and business practices, available on our website.
