Our purpose is to be a valued partner in the pursuit of wealth preservation.


Castleton is a registered investment adviser providing customized, income focused investment management and portfolio consulting through a fully transparent and client-centric business model.

We combine decades of experience managing diverse fixed income portfolios for private clients with a pure bond and investment banking heritage. We use our expertise to design and construct innovative portfolios with the efficacy of a large institution, the agility of an independently owned practice and the creative insight of experienced market veterans. This represents an institutional-caliber capability that is seldom available to private investors. 

The majority of our clients are themselves accomplished financial professionals. We view this as confirmation that we have earned the trust and confidence of informed and experienced investors. However, it does not suggest an unwillingness to partner with clients outside of the industry.

We are deliberate in partnering with clients who share and appreciate our values, our philosophy and our investing approach.

When we enter into such a partnership, we are accepting the responsibility of protecting wealth.

The gravity of that responsibility is never misplaced.

We invite you to learn more about Castleton.

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Impact Investing

This strategy focuses on fixed income investments that provide measurable and positive social or environmental impact.

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Investment Grade Fixed Income

The primary investment objective of this strategy is to attain an income-focused rate of return with a prudent level of risk, achievable from a portfolio of publicly traded securities.

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Special Strategies

These strategies seek to capitalize on opportunities in distressed and other securities that we believe to be undervalued by the marketplace.

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