We strive to create a positive atmosphere both internally and externally by thinking outside the box and providing exceptional customer service. Our goal is to provide the highest level of commitment and service. Our company strives to be the leader in top-rated companies by embracing diversity through active recruitment, development and retention practices while fostering diverse leadership throughout our company. We are committed to giving back to the community through involvement in various communities, civic and charitable organizations. We value collaboration and working towards a common vision, endeavoring to provide assistance and support to one another by using our individual expertise and competency for the good of our office. As a leading Alternative Investment Manager, we deliver principal-protected, “equity-like” fixed-income returns for over 1,100 investors across the country.
World markets are more connected than ever, making it difficult to rely solely on buying stocks and bonds to build a diversified portfolio. Because alternatives tend to behave differently than stocks and bonds, adding them to your portfolio can offer depth for broader diversification and the potential to reduce risk and enhance returns.
When it comes to industry professionalism,
Castleberry leads the pack.
Chief Executive Officer/Chief Financial Officer, Executive Committee Member, co-founded Castleberry Financial Services Group, LLC with T. Jonathon Turner, President/Chief Operations Officer. Mr. Strell’s responsibilities include overseeing corporate strategy, wealth management, business development, and financial operations. Mr. Strell has an extensive financial services background that spans over three decades.
President/Chief Operations Officer, Executive Committee Member, co-founded Castleberry Financial Services Group, LLC with Norman M. Strell, Chief Executive Officer/Chief Financial Officer. Mr. Turner’s principal duties include overseeing the firm’s day-to-day operations, fiscal function, and overall performance. Mr. Turner’s responsibilities include managing operations, leading business and corporate development, wealth management, and directing strategic growth initiatives.
Ms. Strell’s responsibilities include day-to-day office management, accounts payable/receivable, setting up investor portals, investor insurance policies, ensuring compliance with statutory and regulatory requirements, ensuring that decisions of the managing partners are implemented, providing high-level support by conducting research, preparing statistical reports, and handling information requests.
As Sr. Executive Vice President/Director of Alternative Investments, Scott offers more than 35 years of experience in financial and fiduciary services. Mr. Strochak received his Bachelor of Business Administration from Emory University. Mr. Strochak also holds a Master of Business Administration from the Wharton School of the University of Pennsylvania.
Our goal is your success in alternative investments. We love our clients and our business, and it shows by our successful track record.