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Castle Group Investment Counsel
Castle Group Investment Counsel, Inc. is a state-registered investment adviser. It reports 2 employees, of whom 2 perform investment advisory functions.
Overview
Castle Group Investment Counsel, Inc. is a state-registered investment adviser. It reports 2 employees, of whom 2 perform investment advisory functions.
General information
Firm type
Asset Manager
Frequently asked questions
What types of securities does the firm typically buy for client portfolios?
The investment strategy focuses heavily on large-cap, dividend-paying equities and investment-grade fixed income. The firm constructs concentrated equity portfolios tilted toward sectors with durable cash flows, such as consumer staples, utilities, and industrial companies. The fixed-income side generally uses laddered bonds—Treasuries, municipals, and corporates—configured around each client's tax bracket and income needs.
Who is the custodian for Castle Group Investment Counsel's client assets?
As a state-registered RIA, the firm does not hold client assets itself. A qualified third-party custodian—such as Charles Schwab, Fidelity, or Pershing—holds the actual securities. This is a regulatory requirement under the Investment Advisers Act of 1940, designed to protect client assets by separating custody from management authority.
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