Castle Rock Financial PlanningCastle Rock Logo

A trusted fee-only planning firm.

lauri@castlerockfp.com
651-294-0013
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    • Lauri Salverda, CFA, CFP®, AIF®
    • Jody Stroh
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  • Investment-Management-Services

Investment Management Services

Castle Rock offers complete ongoing investment management services that fit the goals of your comprehensive financial plan. We look at a variety of factors — including your cash flow needs, age to retirement, and tolerance to volatility — to determine what sort of allocation helps you meet your goals. As you assess what acceptable risk looks like for you, we also develop a transparent online access point for you in our Stashboard, an online tool that connects you to real-time financial outcomes.

We answer three questions:

  1. How much risk do you prefer to take?
  2. How much risk can you financially afford to take?
  3. How much risk do you need to take?

We frequently review this topic with you because we understand that risk tolerance changes over time. We also complete an extensive fund selection process to provide you with the best possible mutual funds and exchange traded funds available.

We offer the knowledge and expertise of a Chartered Financial Analyst and an Accredited Investment Fiduciary. We pair this expertise with the strong moral principles of financial planner serving as a fiduciary — so you know that your investments meet your unique needs. We have experience with socially responsible investing, and are glad to structure portfolios around those considerations when they match your priorities.

We will meet with you at least once a year to review your allocations and rebalance your portfolios. We have your best interests in mind, and monitor your investments as if they are our own.

Read about our financial planning services, which are carried out in conjunction with our investment management.

Contact us today

Contact us today to learn more about how Castle Rock can help you make the most of your investments.

Contact Information

Castle Rock Financial Planning
2267 Waters Drive
Mendota Heights, MN 55120
lauri@castlerockfp.com
651-294-0013

Recent Blog Posts

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