Performance & Transparency


Absolute investment returns

As an independent provider of financial services and wealth management solutions, Castleton Rose understands that the success of our company is directly correlated to the success of our clients. Our investment approach is focused on producing consistent performance as we seek to deliver investment returns on an absolute basis.

Performance measures

To measure success, we believe that the client experience should be exposed to asset growth irrespective of market conditions. In pursuit of this measure, clients are presented with a level of performance expectation in consideration of their goals, capabilities and tolerance towards risk.

We view this pre-defined level of expectation as our performance benchmark and seek to honor our promises as we proactively navigate portfolios through economic cycles.

Performance related compensation

Staying true to our belief that absolute investment returns is a direct measure of success, Castle Rose presents a performance related compensation structure to directly align our interests with those of our clients.

We do not charge an annual management fee or demand a percentage of assets held. Instead we make one-to-one arrangements with each client under our care whereby compensation is relative to performance.

Trust and transparency

Our client-centric approach is the center of all that we do here at Castleton Rose. We understand that the faith our clients continue to show in our ability to deliver is testament to the dedicated service we provide.

We work hard to deliver on our promises and always do what we say. After all, trust is earned, not given, and is never taken for granted. Instead we continue to provide transparency in our decision making and foster longstanding relationships based on trust.

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