Our Team
for your success

Our business is investing. From large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to us.

Intelligence
Unique market insight

Industry knowledge allows us to navigate the ever-shifting alternative investment environment, providing sound investments.

Investing is only
one of our strengths

We provide alternative investment opportunities through acquisitions of operating businesses and real estate.

Services We Provide

PRINCIPAL-PROTECTED FIXED-INCOME ALTERNATIVES

Alternative Investment Fund 1

Providing insight-driven alternative investments for the savvy investor looking for strong returns without a large capital outlay. Contact us to learn more about the specifics of this very special fund.

Alternative Investment Fund 2

A step up in capital commitment but with greater returns. Developed and managed by our Director of Alternative Investments with more than 35 years of experience in financial and fiduciary services.

Silver Investment Fund

A more aggressive fund with more diversity providing double-digit returns over the 5-year life of the investment. Principle investment bonded and insured. An alternative to traditional stocks and bonds with less volatility.

Gold Investment Fund

Offered and designed for those investors who have a larger portfolio and are looking to maximize returns outside of other income strategies. We guide you through each alternative investment vehicle, finding the best fit for your specific needs.

Platinum Investment Fund

Let us show you how to structure your portfolio to bring financial success now and into the future with interest-bearing alternative investments built around real estate, business mergers, acquisitions, and other unique opportunities.

Premium/Supermax Fund

Contact us to learn about Premium and Supermax funds. Built for investors who have larger asset bases searching for more financial diversity, our specialty funds provide a higher rate of return over other funds. Let us show you how.

Integrity, service, accountability, and success

Something you should know about Castleberry

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.

Did you know that

We are trusted by more than 1,100 clients

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.

We are experts with
real investment insight.

When it comes to industry professionalism,
Castleberry leads the pack.

  • Superior Customer Service
  • Unique Custom Alternative Investment Programs
  • Seasoned Team of Professionals
  • Quality Partners
Click Team Member's Name to Access Their Biography

Executive Officers

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  • Norman M. Strell

    Chief Executive Officer/Chief Financial Officer

    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.

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  • T. Jonathon Turner

    President/Chief Operations Officer

    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.

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  • Suzanne L. Strell

    Sr. Executive Vice President/Director of Operations

    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.

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  • Scott P. Strochak

    Sr. Executive Vice President/Director of Alternative Investments

    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.

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Success Stories

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Our goal is your success in alternative investments. We love our clients and our business, and it shows by our successful track record.

Norman StrellCEO/CFO of Castleberry