Case Study: Castlebar Asset Management achieves smarter investing and portfolio analysis with YCharts

Castlebar Asset Management - Customer Case Study

Castlebar Asset Management, an RIA, wealth management, and financial planning firm in the Kansas City area, needed a cost-effective, powerful platform for financial data and research after years of using Bloomberg Terminal. The firm wanted better access to index data, economic information, and tools that could support its active and passive investment strategies, while improving efficiency and client service. YCharts provided the research and analytics capabilities Castlebar was looking for, including its Excel Add-in and stock/fund screeners.

With YCharts, Castlebar streamlined portfolio analysis, ETF research, client communication, and custom spreadsheet creation through saved queries, alerts, and the Excel Add-in. The team said YCharts saves them several hours a week and gives them an all-in-one, more efficient workflow that reduces the need to check multiple tools and websites. Castlebar also credited YCharts with strong customer service and ongoing product improvements, making it a valuable day-to-day platform for the firm.

Castlebar Asset Management

Andrew Comstock

President and Chief Investment Officer