About the Sub-Adviser
The Castle Tandem Fund is sub-advised by Tandem Investment Advisors, Inc., an independent, employee-owned investment adviser headquartered in Charleston, South Carolina. Tandem was founded in 1990 by John Carew, and in 1991 Tandem began managing the Large Cap Core strategy. The Castle Tandem Fund follows Tandem’s Large Cap Core strategy.
John B. Carew
President & Founder
38 Years of Investment Experience
John Carew is a shareholder, President and Founder of Tandem Investment Advisors, Inc. After beginning his career in 1985 with Thomson McKinnon Securities, Inc., Mr. Carew founded Tandem in 1990. During Mr. Carew’s tenure, Tandem’s investment team has been nationally recognized numerous times by leading manager databases. Mr. Carew is a frequent guest speaker on topics including risk, low volatility, investment discipline, equity investing, and general market history and overview. Mr. Carew is a graduate of the University of Virginia with a Bachelor of Arts in Economics.
William “Billy” L. Little, Jr., CFA
Senior Vice President
19 Years of Investment Experience
Benjamin “Ben” G. Carew, CFA
Vice President
10 Years of Investment Experience
Jordan Watson, CFA
Associate Portfolio Manager
5 Years of Investment Experience
Jordan Watson is an Associate Portfolio Manager for Tandem Investment Advisors, Inc. Mr. Watson joined Tandem in 2019. His duties include portfolio management, conducting quantitative and fundamental research, and assisting with Tandem’s day-to-day investment operations. In addition, Mr. Watson assists in overseeing Tandem’s internship program. Mr. Watson currently serves on the Advisory Board for the College of Charleston’s School of Business Investment Program. Mr. Watson is a regular member of the CFA Institute and the CFA Society South Carolina. Mr. Watson graduated from the College of Charleston with a Bachelor of Science in Finance with a minor in Real Estate.
The investment objectives, risks, charges and expenses of Castle mutual funds must be considered carefully before investing. The prospectus for each Fund contains this and other important information about the investment company, and it may be obtained by calling 1-877-743-7820, or visiting www.castleim.com. Read it carefully before investing.
Distributed by Arbor Court Capital, LLC – Member FINRA / SIPC.