Investment Management

Castlebar's investment management is the ongoing process of implementing the asset allocation from your financial plan. Our client portfolios are actively managed to meet their unique goals. Whether we manage a balanced portfolio, equity portfolio or fixed income oriented portfolio, rigorous investment analysis is used to ensure the investments are appropriate for our clients’ accounts. We bring calculation and common sense to your investments.

Our portfolio manager, Andrew Comstock, has over a decade of experience managing equity and fixed income investments. Andrew has earned the highest credentials in the industry. Since we base our equity portfolios on centralized models, our portfolio manager owns the same portfolio that our clients hold. When the investment management firm Castlebar invests for clients, they are also investing in the same portfolio. 

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