Castfirm

Castfirm, based in Garden City, NY, is a dedicated investment advisor specializing in fiduciary services for professional trustees, endowments, foundations, individuals, families, and family offices. The firm focuses on delivering objective portfolio management and tailored investment strategies aligned with fiduciary standards while ensuring transparency and compliance.

Founded by James V. Rudolph, Castfirm aims to simplify fiduciary obligations through disciplined portfolio management and risk-mitigated investment solutions. By collaborating closely with clients, Castfirm enhances wealth management structures and supports prudent decision-making to protect and grow assets responsibly.

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