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 estate planning services for individuals who may not have legal work in place.

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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.