Castlestone Management LLC is a registered investment adviser in the state of New Jersey that provides investment advisory services based on foresight, appropriateness and with the aim of meeting the long term investment objective of its clients and their investors.
Castlestone Management LLC was founded in 1997 by Angus Murray, the CEO of Castlestone Management Inc. and former President of Macquarie Bank USA Inc. and Co-Head of the International Equity Department of NatWest Markets USA. Castlestone Management LLC, following the principles long established by managing principal, Mr. Angus Murray, aims to provide investors with funds that are unleveraged, completely transparent, simple to understand and only hold liquid instruments.
Our funds are available to financial intermediaries and their clients. We have over 400 partners around the world who understand and allocate to our funds. Our funds are not for distribution in the USA. Castlestone Management LLC endorses clients’ use of financial intermediaries to understand their individual risk profile so as to assess the appropriateness of our funds to their investment portfolio.
We believe that a diversified portfolio containing investments such as real assets, plus traditional assets like stocks and bonds are most likely to produce the best returns with less risk. Diversity encompasses investments in developed and emerging markets along with precious and platinum group metals.
Experience & strategy
Castlestone Management LLC looks to employ the highest quality Investment Professionals and Analysts who have the skill set to manage and develop our funds. Our Investment Professionals’ experience gives us the ability to have insight into the impact of market conditions on fund performance and therefore the effect on wealth creation. Our investment philosophy is influenced by the long term approach taken by University Endowments. We believe this philosophy should enable our funds to complement any investor’s portfolio.
Our intermediaries and their clients receive monthly performance updates and regular research reports. We host seminars and events designed to clarify the markets, our funds and client portfolios. This level of transparency creates maximum understanding and supports informed investment decision making.
Castlestone Management fully endorses independent oversight of the operations of the business. Our internal processes, procedures and compliance department are monitored by external parties, including an independent Administrator. In addition, we appoint independent Directors to our funds. Our funds are externally audited.
Our range of funds has unique strengths, created to meet specific needs and allow portfolio diversity. Whether your target is long term stability, or targeted exposure to certain asset classes, Castlestone Management delivers precisely what intermediaries and clients demand.