At Castine Investment Management our goal is to help you achieve your financial goals
and dreams. By combining the power of today's web based investor tools with seasoned financial expertise,
Castine Investment Management delivers leading edge investment advisory services.
Castine Investment Management is a premier financial service provider to the
high-net-worth market place. We are able to deliver outstanding service and performance by
structuring custom financial plans for the affluent clients’ complex needs.As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or e-mail. I can help you make sense of today's investment climate.
Managed asset plans - for professional fee-based portfolio management through LPL Financial
Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
Variable Annuities- Tax Deferred Growth potential
College planning - long-term planning to ensure you’re ready when your children are
Retirement planning - to design an investment strategy to help you meet all of your retirement goals
Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
We help you make the most of your money by providing individual solutions by creating tailored plans just for you.
Our experience in sophisticated investment risk management services and private banking, has made us the source for wealth management for a select group of affluent families. Achieve your dreams with the help of Castine Investment Management, where we are your trusted advocate in an environment of complexity and change.
Castine Investment Management is located at 218 N. Lee St. Suite 326
Alexandria, Va. 22314 Ph. 703-778-6525
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* To give clients the maximum level of account protection for their accounts, LPL protects brokerage account assets up to $100 million per customer, subject to certain aggregate limits. LPL's SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. Additionally, through Lloyds of London, LPL accounts have additional securities coverage of $99.5 million per customer, subject to a $500 million aggregate firm limit. The account protection applies when a SIPC firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
State Disclosure - The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: {Virginia, Maryland Illinois, Colorado, North Carolina}
Securities offered through LPL Financial. Member FINRA / SIPC
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