StoneCastle Investment Management

StoneCastle Investment Management

Investment-Management

Kelowna, BC
Canada
Industry Category
Investment-Management
Company Description

StoneCastle Investment Management Inc. is a leading Canadian investment management company dedicated to providing access to high-quality funds that deliver superior absolute performance while effectively managing risk. Founded in 2008, StoneCastle Investment Management Inc. is registered as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer with the Alberta, British Columbia, and Ontario Securities Commissions.

Operating from its primary location at #205 - 1708 Dolphin Avenue, Kelowna, BC V1Y9S4, CA, StoneCastle Investment Management Inc. manages three distinct funds with aligned mandates. These include the StoneCastle fund, tailored for accredited investors or those meeting minimum investment criteria, along with the Purpose Canadian Equity Growth Fund and the Purpose Canadian Income Growth Fund, both established in collaboration with Purpose Investments. StoneCastle Investment Management Inc. is committed to excellence in investment solutions.

StoneCastle Investment Management Inc. continues to expand its offerings and enhance its investment strategies to meet the evolving needs of its clients. We invite the management team at StoneCastle Investment Management Inc. to create a customized and exclusive company showcase and product listing on our platform to further highlight their exceptional services.

StoneCastle Investment Management Inc. est une société canadienne de gestion de placements de premier plan qui se consacre à offrir un accès à des fonds de haute qualité offrant un rendement absolu supérieur tout en gérant efficacement les risques. Fondée en 2008, StoneCastle Investment Management Inc. est inscrite en tant que gestionnaire de portefeuille, gestionnaire de fonds d'investissement et courtier sur le marché dispensé auprès des commissions des valeurs mobilières de l'Alberta, de la Colombie-Britannique et de l'Ontario.

Depuis son emplacement principal au #205 - 1708 Dolphin Avenue, Kelowna, BC V1Y9S4, CA, StoneCastle Investment Management Inc. gère trois fonds distincts avec des mandats alignés. Ceux-ci comprennent le fonds StoneCastle, conçu pour les investisseurs accrédités ou ceux qui répondent aux critères d'investissement minimum, ainsi que le Purpose Canadian Equity Growth Fund et le Purpose Canadian Income Growth Fund, tous deux établis en collaboration avec Purpose Investments. StoneCastle Investment Management Inc. s'engage à atteindre l'excellence dans les solutions d'investissement.

StoneCastle Investment Management Inc. continue d'élargir son offre et d'améliorer ses stratégies d'investissement afin de répondre aux besoins changeants de ses clients. Nous invitons l'équipe de direction de StoneCastle Investment Management Inc. à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur leurs services exceptionnels.

Key Personnel / Employees
Bruce Campbell CFA CAIA

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Alternative Company Names

This company is also known as

StoneCastle Investment Management 斯通卡斯尔投资管理 स्टोनकैसल इन्वेस्टमेंट मैनेजमेंट ستون كاسل لإدارة الاستثمار СтоунКастл Инвестмент Менеджмент