Welcome to Castle Investor Coaching

Castle Investor Coaching is a Registered Investment Advisor offering independent investment advice. We provide asset allocation and investment management services that are based upon Nobel Prize winning research and our investment philosophy is grounded in over 50 years of rigorous academic study. We provide ongoing investor education that is designed to offer each client a basic foundation of investment principles.

As a fee-only Registered Investment Advisor we are a fiduciary to our clients, which means that there are no conflicts of interest and it is our legal and ethical duty to serve your best interests FIRST. Because we do not require lengthy contracts or excessive minimum account sizes it is likely that we may be able to provide an investment solution that is right for you.