StoneCastle Asset Management offers tailored investment advice, primarily on fixed income securities issued by financial institutions. StoneCastle's approach involves rigorous issuer screening and conservative credit discipline. StoneCastle does not participate in wrap fee programs. StoneCastle provides non-discretionary investment management services to an insurance company.
Assets Under Management$7.5M
Clients1
AdvisorsN/A
Avg. per Client$7.5M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
StoneCastle's fee is determined by a written agreement with each client and is not negotiable. Whether fees are paid in advance or after the service is provided is negotiated on a case-by-case basis.
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Location
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