Castleton Partners LLC

Castleton Partners LLC is a fee-only consulting service based in Vero Beach, FL, offering objective and unfiltered second opinions on clients' bond investments. With a team of accomplished bond specialists, they provide comprehensive portfolio reviews, assessing credit quality, strategy, allocation, and security selection.

Recognizing the complexity of the financial marketplace, Castleton Partners aims to help investors navigate the various options available, including individual bonds, mutual funds, closed-end funds, and ETFs, to determine the most appropriate, cost-efficient, and safe investment solutions. Their expertise lies in fixed income investing, offering qualified second opinions to analyze risk, liquidity, strategy, and structure, and assisting investors in implementing suitable strategies to achieve their objectives.

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