Castleton enjoys an uncommon pedigree among investment advisers.
Our predecessor firm, Reinoso & Company, Inc., will be familiar to many municipal market veterans. Registered in 1986 as a municipal securities broker-dealer, for over a decade Reinoso & Co. served institutional clients in the secondary market and represented over two hundred first, second and third tier institutions.
In public finance circles, Reinoso & Company is likewise well-recognized for its expertise providing investment banking services to municipalities, having participated in over $65 billion of financings. While in the business, the firm served as book-running senior manager for issuers in California, Connecticut, Illinois, Massachusetts, Minnesota, New Jersey and New York, and co-managed additional bond issues across the country.
With a pure municipal bond and investment banking heritage, Reinoso & Company evolved into a specialized multi-family office and registered investment advisory firm with a strong competitive advantage: we know the markets, we know the Street, and we know how to transact.
Atop this foundation is the discipline and capability brought to Castleton by our investment team, from organizations with the largest footprints in the industry. With decades of experience managing large, diverse investment portfolios across a range of strategies and asset classes, we have successfully and consistently managed institutional and private portfolios by applying the same disciplined approach.
Today, as Castleton, we continue to leverage our network and knowledge to design and construct innovative, income focused portfolios with the efficacy of an 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 clients.