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 Robert J. StantonFinancial Advisor &Registered Principal, RJFS Bob Stanton began his career on the pension side of the business and has also served as a retirement plan analyst and annuity consultant. Click here for more ...  Ronald A. Castleton
Financial AdvisorRegistered Principal, RJFS Ron Castleton has built his practice as a financial advisor by helping to manage and preserve the wealth of individuals and businesses. Click here for more ...  Kevin Kraus
Business Development
Kevin Kraus' role in Business Development is to establish and nurture relationships with other financial professionals such as CPA's and Attorneys. Click here for more ... |
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Investing isn’t a one-time commitment. It’s an ongoing process that should have a consistent focus, along with the flexibility to adjust to your changing needs. To help you choose investments that are right for your specific situation, our team first takes the time to get to know you – not just your assets or portfolio. We want to understand your family, your priorities, your goals for the future and your tolerance for risk before recommending investment alternatives. |
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Manage Once we thoroughly understand your circumstances, we match your preferences with one of our carefully researched portfolios. Ranging from a conservative income strategy to a more aggressive equity-based model, these portfolios allow us to meet the majority of our clients’ needs. However, we also understand that some investors have very specific requirements. As such, we are not constrained by these strategies and can create individual portfolios as necessary. Monitor For our advisory clients, we don’t just choose investments and expect them to perform. We closely monitor market and economic trends on a daily basis to help ensure each portfolio is producing the desired results. In addition, for every recommended portfolio, we create a "shadow" portfolio. These portfolios closely track the primary investment combinations, making transition simple and efficient if for any reason we feel the primary investment mix is no longer the most suitable or appropriate alternative for our clients. Of course, when deemed appropriate, we offer brokerage accounts on a commission basis. Maintain It is important that we ensure your asset allocation remains in line with your personal objectives. As such, we will meet with you to review the progress of your plan relative to your defined objectives and suggest any changes where needed. We are also available any time you would like to discuss your portfolio. In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charges by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate weather the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement. |
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| 1 Orchard Ste 130 Lake Forest, CA 92630-8314 949-975-0955 Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, marketed as Stanton & Castleton, Inc. | Raymond James Legal Disclosures (including Form CRS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Stanton & Castleton, Inc. is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Privacy, Security & Account Protection. This site is published for residents of the United States only. Raymond James’ financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. |
