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Contact Information
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Caeli Andrews
Managing Director
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703-260-1919 - office
617-359-2469 - cell
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Andrew Welle
Managing Director
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703-260-1918 - office
703-501-0366 - cell |
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Investor Class: MOATX
Class C: CASTX
The Castle Focus Fund will follow the same
strategy that the sub-advisor has used for
its private clients since 1999.
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Management Biographies
| Caeli Andrews |
Founder and owner of Castle Investment Management. Prior to founding Castle Investment Management, Mr. Andrews was a Regional Director for AFBA Investment Management Company, adviser to the AFBA family of funds (2007 to 2010).
At AFBA, Mr. Andrews led the sales group that distributed funds through financial intermediaries focusing on the independent broker-dealer and registered investment advisor channels. Prior to joining AFBA, Mr. Andrews spent nearly six years with Evergreen Investments serving as a Senior Sales Consultant in the National Broker-Dealer channel (2002 – 2007).
Mr. Andrews was focused on the distribution of mutual funds, closed-end funds and separately managed accounts.
Prior to Evergreen Investments, Mr. Andrews served in a sales capacity at Natixis Global Associates and Aetna Financial Services. Mr. Andrews earned a BS in Management from Keene State College. |
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| Andrew Welle |
Founder and owner of Castle Investment Management. Prior to founding Castle Investment Management, Mr. Welle served as the Chief Operating Officer for AFBA Investment Management Company, the adviser to the AFBA family of mutual funds (1997 to 2010). Mr. Welle helped launch the AFBA fund family in 1997 and held various marketing and distribution roles focusing on the independent broker-dealer and registered investment advisor channels.
Mr. Welle earned a Bachelor of Science degree from James Madison University and received a M.B.A. in Finance from George Mason University.
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