October 2010

In 2010, Mr. Casterline co-authored a book on global investing. Investors Passport was met with strong reviews.

Investors Passport to Hedge Fund Profits is a well-written book that should be in the personal library of those investors seriously interested in gaining “global market” investment expertise. – Jeffry King – Quaker Investment Trust

March 2009

Mr. Casterline was recently listed in BusinessWeek magazine as one of the 50 Most Experienced Independent Financial Advisers in the country. He is honored by the distinction and it is not an honor the firm takes lightly. However, it is also a distinction we must thank our clients for helping him achieve.

January 2006

Mr. Casterline has been awarded a five star quality rating by Paladin Registry after a comprehensive review of his credentials, ethics, business practices, and financial services. Only 7% of the advisors in the financial services industry achieve the Registry’s highest quality rating.