WELCOME TO CASTFIRM
Castfirm is a dedicated investment advisor for fiduciaries. Our team is committed to helping you navigate investment prudence with ease and confidence.
WHO WE SERVE
We provide specialized fiduciary investment management designed specifically for professional trustees. Castfirm supports trustees by delivering investment strategies aligned with fiduciary standards, meticulous compliance documentation, and risk-managed portfolios. Our goal is to simplify your fiduciary obligations while ensuring transparency and adherence to trust objectives.
A MESSAGE FROM THE FOUNDER
Castfirm was founded to serve a singular mission: helping trustees and fiduciaries manage assets with clarity, compliance, and confidence. In a landscape where large financial institutions often prioritize sales-driven incentives over client needs, we provide truly objective portfolio management - free from commissions, proprietary products, or conflicts of interest - to the professionals who need it most.
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We specialize in working with trustees, guardians, and estate professionals who require a disciplined, tax-conscious investment strategy that aligns with their fiduciary obligations. From portfolio management and Investment Policy Statement (IPS) creation to principal and income accounting and accounting-ready reporting, we offer tailored solutions that support prudent decision-making and long-term trust administration.
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At Castfirm, we offer both fiduciary investment management as well as trusteeship services for practices that may not want to take the role on.
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Whether you oversee a trust, foundation, or estate, our expertise ensures that assets are managed with diligence, transparency, and an unwavering commitment to beneficiary interests.
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Thank you for taking the time to learn about Castfirm. We look forward to understanding your needs and becoming a trusted partner in your fiduciary responsibilities.
James V. Rudolph
