was created for the express purpose of providing clients with an opportunity to effectively achieve their financial goals. In assisting clients toward their goals we are committed to the following convictions:
An educated investor is a better investor.Castle Investor Coaching will work diligently to educate investors in the area of free market investing. Castle Investor Coaching will provide regular educational workshops that are designed to increase your knowledge and keep you informed about financial markets.
Free Markets are efficient.Therefore, Free Market Portfolio Theory will be the basis for the management of client investment portfolios. We will refrain from making investment recommendations that involve variations of stock picking, market timing or any reliance upon past performance as a future guide.
Our clients success is our future.Because our livelihood is derived from helping you reach your dreams and goals we understand that it is vitally important that we treat you the same way that we want to treat ourselves.
From time to time economic news and global events will cause your investment account to lose value. During these times we will coach and educate you to help you stay on the right track. Although the media and financial firms will bombard us with recommendations, we will hold to our conviction that no one can consistently and reliably predict market movements.
Take Care of Your Customers or Someone Else Will
It is hereby expressly stated and understood that we offer no financial, investment, income tax, legal, insurance, or any other type of advice, product, or service in any postings or content on this site. It is our sole intention that this site may serve to stimulate readers to study more widely on their own and to better educate themselves from a variety of sources, not just this one, in order that they may become better-informed, in general. All information contained in this website is presented strictly for educational purposes only and is in no way intended, offered, nor should be construed to be an offer or solicitation of any product or service in any jurisdiction. Any such offer could and would only be made after a persons direct consultation with the owner of this site, upon mutual agreement, upon collection of that persons relevant data, after careful consideration of that persons specific needs, and then only in professional areas and jurisdictions we are licensed to practice in.