Our Process

The Castle Trade International proprietary process is essential in helping us to establish a clear direction for our client's financial future. It commences with helping to clearly define their goals and objectives. Then we prepare a draft plan and extrapolate the most appropriate course of action. We make no apology for the comprehensiveness of our methods because, as the adage says, "failing to plan is planning to fail."

Step One

  • Entails establishing a written financial profile, based on client goals and objectives
  • Considers all the client's financial concerns
  • Establishes and documents individual investment parameters
  • Indentifies risk and volatility tolerances

Step Two

  • Identifies the most appropriate strategies capable of realizing the client's goals
  • Examines existing retirement planning arrangements (where applicable)
  • Proposes several allocation permutations for the portfolio encompassing multiple asset classes
  • Targets specific investments within each asset class
  • Presents the plan to the client for approval

Step Three

  • Implements the agreed strategies
  • Involves client-retained professionals as necessary (Lawyers, Bankers, Insurers etc.)
  • Acquires investments in line with approved investment plan
  • Prepares and distributes quarterly investment portfolio reports

Step Four: Reinforcing the Structure

  • Oversees all investments focusing on both market conditions and macro-economic outlook
  • Adjusts asset allocation and weighting of assets classes as required
  • Apprises client of the availability of new investment opportunities as they arise

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Investment Management

Investment Management is the process of plotting a course through the unpredictable changes that characterize the business of accumulating or preserving wealth.

Our Process

The Castle Trade International proprietary process is essential in helping us to establish a clear direction for our client's financial future.