Overview:CastlePoint Investment Group, LLC, is an independent investment advisory firm that specializes in creating wealth for clients by actively managing focused, large cap equity portfolios. This now includes, under the leadership of Dustin S. Martin, CFA, CPA, an integrated Energy fund for institutions as well as high net worth individuals.
The firm began offering its flagship large cap equity product in 2005. The firm’s founder, John G. Alexander, CFA, began his investment career managing almost $2 billion in focused large cap equity portfolios for institutional clients in addition to co-managing the $5 billion equity portion of a Morningstar top-rated balanced mutual fund.
CastlePoint's Senior Advisor and Director, Donald L. Tuttle, CFA, is a former member of the Board of Trustees of Bank One’s One Group mutual funds totaling over $100 billion in assets, the Board of the College for Financial Planning and the Board of the Federal Home Loan Bank of Indianapolis. He is the author or editor of six books and numerous articles, including the third edition of Managing Investment Portfolios: A Dynamic Process (2007).
CastlePoint offers a disciplined, long-term investment approach that focuses on capital preservation while generating superior risk-adjusted returns over a full market cycle.