offers two closely related services.

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We provide customized, fixed-income investment management for high net worth individuals, families and foundations.

As a Registered Investment Advisor, Castleton Partners is able to provide our clients with a host of uniquely powerful benefits available through an entirely transparent and client-centric business model. For all intents and purposes, we are an asset management practice, rather than a business.

  • Our investment decisions are not geared toward or dictated by index performance.
  • We offer inter-dealer market execution...
    critical to fixed income investing.
  • Our portfolios are designed for safety and liquidity, which is necessary to capture market opportunities.
  • Our strategies are based on logic and value...not index-oriented guidelines.
  • We are independently owned and operated without affiliation to any bank or broker-dealer. We are unencumbered by conflicts of interest common to large institutions.

We provide financial advisory services to major municipal entities, including state and local governments and other issuers of debt securities.

Castleton Partners and its personnel have advised many of the country’s largest cities, transportation agencies, municipal electric utilities and universities.

Castleton Partners is currently Financial Advisor to:

  • Nebraska Public Power District
  • San Francisco Airport Authority
  • Nassau County, New York
  • U.S. Tennis Association