Giving Back | CastleOak Securities

Sponsorships

Since inception of the firm, CastleOak has donated over $4 million in charitable contributions and sponsorships. CastleOak, since inception, has regularly donated a portion of its profits in support of charitable and professional organizations.

We are proud of our partnerships with organizations whose missions align with our values and desire to be a positive catalyst for change. Our giving back initiatives focus on three main philanthropic pillars: education, professional development, and community empowerment.

Education

Professional Development

Community Empowerment

Management Leadership for Tomorrow

We earmarked a portion of profits from our Money Fund share class product to donate to Management Leadership for Tomorrow (MLT) and are working through various touchpoints where members of our management team will donate their time to speak to students.

PGA Works Collegiate Championship

We have sponsored the PGA Works Collegiate Championship (PWCC) for several years. The event includes Beyond the Green, a career expo designed to educate and advance opportunities for talent from all backgrounds.

Volunteering, Charitable Match & Scholarships

CastleOak employees participate in an annual Day of Service, with teams across all of our offices volunteering with charitable organizations in their local communities.

9

Different Organizations

98%

Participation

Our employees volunteered at:

A few of the organizations we matched donations to:

19%

Employee Participation

51

Employee-Chosen Charitable Organizations

$20,365

Total Employer-Matched Contributions

Scholarships

We support scholarships at Toigo Foundation, Wharton, and Boston University. We have now assisted 12 diverse students in pursuing their dreams of higher education.

“I hope to repay you through giving my all to my studies. I aim to learn about myself and, in turn, become a more complete person by the time I graduate so that I, too, can leave a positive impact on the community.”

Tamir Frank — Wharton, University of Pennsylvania, Class of 2020

“Without your scholarship, I would not have been able to do what I am doing or have the opportunities that I have.”

Leanna R. Chester — Boston University, Class of 2021

“Your generosity means so much not only to myself, but also to my family. I want to take full advantage of the opportunities presented to me.”

Olivia Nelson — Wharton, University of Pennsylvania, Class of 2017

“My time at PENN has definitely been my most transformative years and I wouldn't have been able to experience them if not for you all.”

Malcolm Summers — Wharton, University of Pennsylvania, Class of 2021

CastleOak plays a broader role in the communities in which we and our clients live and work.

For more information, contact our team.

Reach Out