Fundamental to the way Castlestone Management LLC does business are our relationships with third party distribution platforms and life companies. Castlestone Management LLC continues to develop strong distribution networks with third parties and offers support tailored to individual requirements. This may include anything from dual-branded sales and marketing materials to assisting with marketing and training requirements

Supporting Our Relationships

Castlestone Management LLC works alongside distributors and platforms to develop strategic joint sales and marketing plans. We have a dedicated team which coordinate launches and provide ongoing sales and servicing of Castlestone Management LLC’s funds on various platforms. This team supports all marketing, ongoing operations and legal issues in relation to this and aims to ensure best and consistent service for our partners. The team maintains regular contact to ensure all service requirements are met and new development ideas are introduced.

Marketing Initiatives and Support

Castlestone Management LLC works with you to establish your requirements for tailored marketing materials. We participate in conferences and ‘roadshows’, providing bespoke presentations and conference materials to support these efforts. Monthly performance reports, economic updates and newsletters are provided.

Third Party Relationships

Castlestone Management LLC’s funds are available via a wide range of third party providers/distribution partners.

For further information please Contact Us.