Discretionary investment services
Castleton Rose's investment management process adheres to and integrates a proven, intellectually robust, research intensive portfolio solution, entirely focused on the specific life circumstances and aspirations of each client under our care.
We strongly believe that efficient asset management is a combined effort that incorporates a number of components including;
- Client specific investment goals
- Sequence of life stages
- Exposure to tax
- Current requirements and responsibilities
- Future expectations
Risk-adjusted approach to investment
With a history based on client success, we maintain a fiercely guarded investment management culture dedicated to helping our clients achieve their financial potential.
We work closely with each client as together we seek to pursue a strategy that prioritises the generation of wealth under consideration of a risk-adjusted approach in line with economic conditions that seeks to provide an investment experience free from anxiety and worry.
Ultimately, we view investment success as a measure of absolute returns on capital in the short-term, whilst preserving a longer-term strategic perspective that adequately provides for a lifestyle of comfort during retirement, accounts for educational costs and ensures that the beneficiaries of your wealth receive their entitlements in the most efficient manner possible.