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Castellan Group, LLC

Investment Management

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Castellan Group, LLC

Overview

Stewardship (noun): the careful and responsible management of something entrusted to one's care - Merriam-Webster.com Castellan is an independent registered investment advisor. We are accountable stewards providing outstanding stewardship of all your resources with the goal of simplifying your life and improving your returns. Castellan is wholly owned by a perpetual trust with all income donated to charitable organizations on an annual basis. If we are ever sold, 100% of the proceeds will pass on to charities through the trust.