Castellum Group
Castellum works diligently with our clients to ensure that investment policies comply with specific requests. This client-centric approach ensures that we are consistent in addressing both the ethical priorities and the financial goals of our clients.
Socially Responsible Investing
Castellum Group has a long-established history in Socially Responsible Investing. This involves the incorporation of Environmental, Social and Governance criteria in the investment decision-making process.
Castellum Team
Charles Marleau, CIM®
Chief Investment Officer
Charles is the co-founder and President of Palos. He holds the designation of Chartered Investment Manager (CIM®) and is the lead portfolio manager of the Palos Equity Income Fund and the Palos Income Fund L.P.
Robert Barootes
Vice President, Business Development
Bob is an integral member of the Castellum investment team. He brings his extensive experience and knowledge of capital markets and perspective to investment decision-making and management, client services and business development.
Sandy Sankardyal
Manager, Portfolio Administration
Sandy began her financial career in 1990 with a focus on administration. At Castellum’s inception in 1996. Sandy joined to assume administrative responsibilities and continues to oversee Castellum’s strong administrative services for clients.