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Current company Castellan Group, Llc
Investment Management · 21 employees · Founded 2018 · Louisville, Kentucky, United States
Stewardship (noun): the careful and responsible management of something entrusted to one\'s care - Merriam-Webster.com Castellan is an independent registered investment advisor. We are accountable stewards providing outstanding stewardship of all your resources with the goal of simplifying your life and improving your returns. Castellan is wholly owned by a perpetual trust with all income donated to charitable organizations on an annual basis. If we are ever sold, 100% of the proceeds will pass on to charities through the trust. Castellan Group, LLC (“Castellan”) is a Registered Investment Advisor (“RIA”), with the U.S. Securities and Exchange Commission (“SEC”). The information provided here should not be be construed as an offer or sale of any securities, insurance or other investment products. Investments involve risk of loss including of principal. Consult with a professional financial, accountant or tax professional before implementing any suggestions herein.