A complete list of active advisors currently associated with Castle Group Investment Counsel, Inc.

Warmer can help you find a great advisor at Castle Group Investment Counsel, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management and related financial planning and advisory services to individuals, high-net-worth clients, and institutional entities such as banks, pension plans, trusts, estates, and charities. It charges percentage-of-assets-under-management advisory fees and also serves as an investment manager for participant accounts or model portfolios in a wrap-fee program. Investment strategies combine fundamental and technical analysis, charting, and a cyclical approach, with portfolios tailored through client interviews and risk-profile assessments; the firm accepts discretionary authority to implement trading consistent with client objectives. Custody and trade execution are generally arranged through its chosen custodian and clearing relationships, and accounts are reviewed at least quarterly. The brochure discloses an affiliation with an introducing broker-dealer that also operates as a California-licensed insurance agency, and notes that the firm’s advisory personnel are registered representatives and licensed insurance agents who may implement commissionable transactions in their separate capacities (distinct from the adviser’s fees). The firm also reports no assets under management as of the brochure date and names owners who do not participate in advisory activities, details that are noteworthy relative to many peers.

To learn more about the advisors currently working at Castle Group Investment Counsel, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.