Investment Management Services

We provide tailored investment strategies and management solutions for family offices and private investors.

Strategic Asset Allocation

We assist in developing strategic asset allocation plans to optimize investment performance and risk management.

A modern building with large glass windows and a concrete facade. A black luxury sedan is parked in front of the building. The illuminated circular sign in one window reads 'Jamie in Victoria Oliver.' There are lights on inside the building and visible reflections on the glass.
A modern building with large glass windows and a concrete facade. A black luxury sedan is parked in front of the building. The illuminated circular sign in one window reads 'Jamie in Victoria Oliver.' There are lights on inside the building and visible reflections on the glass.
Portfolio Diversification

Our team focuses on diversifying portfolios to enhance returns while minimizing potential risks for clients.

We offer ongoing monitoring and reporting to ensure your investments align with your financial goals.

Investment Performance Tracking
A group of men in suits gather in a room with wooden chairs and bookshelves. The room features a high ceiling with hanging lights and a brick fireplace at the far end. Some men are seated, while others stand around the perimeter, engaging with one another.
A group of men in suits gather in a room with wooden chairs and bookshelves. The room features a high ceiling with hanging lights and a brick fireplace at the far end. Some men are seated, while others stand around the perimeter, engaging with one another.
A modern, large, multi-story office building is prominently situated on a clear day, featuring the letters 'BCI' with a logo on its facade. The structure is surrounded by a well-maintained garden and a sidewalk where several people are walking. Nearby, cars are parked and some are driving along the street.
A modern, large, multi-story office building is prominently situated on a clear day, featuring the letters 'BCI' with a logo on its facade. The structure is surrounded by a well-maintained garden and a sidewalk where several people are walking. Nearby, cars are parked and some are driving along the street.

Investment Projects

We manage diverse investments for our principals and clients.

A modern multi-story office building with a facade featuring large glass windows and concrete panels. In the foreground, there are several palm trees and a few parked cars along a street. The sky is clear and blue, and the grass on the lawn is vibrant and well-maintained.
A modern multi-story office building with a facade featuring large glass windows and concrete panels. In the foreground, there are several palm trees and a few parked cars along a street. The sky is clear and blue, and the grass on the lawn is vibrant and well-maintained.
Family Office

Focused on tailored investment strategies for wealth management.

A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
Learn
A white SUV is parked on a patterned pavement in front of a modern office building with glass windows and a KPMG logo. The vehicle is positioned at an angle showing the rear and side profiles.
A white SUV is parked on a patterned pavement in front of a modern office building with glass windows and a KPMG logo. The vehicle is positioned at an angle showing the rear and side profiles.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
A person is working on a laptop at a wooden table. Next to them is a stack of books relating to business and success, with titles visible such as 'The Warren Buffett Way' and 'The Deals That Made The World'. The setting appears to be professional, possibly an office or study.
Capital Growth

Strategic investments aimed at maximizing long-term financial returns.

Explore
An upscale building surrounded by palm trees and intricate metal gates. The front yard is decorated with outdoor furniture, potted plants, and a large lantern. The architecture features large windows and a modern aesthetic.
An upscale building surrounded by palm trees and intricate metal gates. The front yard is decorated with outdoor furniture, potted plants, and a large lantern. The architecture features large windows and a modern aesthetic.
Luxury Investment Property

Exclusive real estate opportunities for discerning investors.

500k$

Two business cards placed on a white sheet. The cards are orange and dark blue, each with the text 'CASTRO CAPITAL' printed in uppercase.
Two business cards placed on a white sheet. The cards are orange and dark blue, each with the text 'CASTRO CAPITAL' printed in uppercase.
A modern office building with a reflective glass facade rises against a partly cloudy sky. The structure features a grid of windows and displays the logo and name of a financial institution near the top. Surrounding the building, there are some trees and streetlights, adding a touch of greenery to the urban setting.
A modern office building with a reflective glass facade rises against a partly cloudy sky. The structure features a grid of windows and displays the logo and name of a financial institution near the top. Surrounding the building, there are some trees and streetlights, adding a touch of greenery to the urban setting.
Prime Urban Location

Strategic investments in high-demand real estate markets.

1M$

Investments

Explore our curated real estate investment opportunities today.

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Discover
Commercial Property Listing

High-yield commercial properties available for investment now.

750k$

View
A sleek, modern private jet with an open hatch is parked inside a hangar. Visible through the hatch is a luxurious interior featuring a quilted leather seat. The exterior is silver with blue stripes, and the tail number HB-FXK can be seen on the fuselage.
A sleek, modern private jet with an open hatch is parked inside a hangar. Visible through the hatch is a luxurious interior featuring a quilted leather seat. The exterior is silver with blue stripes, and the tail number HB-FXK can be seen on the fuselage.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A modern, multi-story glass office building with a sleek, reflective facade. The structure features vertical white lines on one of its faces and has a large logo displayed at a high level. The sky in the background is clear and blue.
A modern, multi-story glass office building with a sleek, reflective facade. The structure features vertical white lines on one of its faces and has a large logo displayed at a high level. The sky in the background is clear and blue.
Residential Property Listing

Invest in prime residential properties with great potential.

300k$

Explore
Luxury Waterfront Estates

Exclusive waterfront properties that promise exceptional returns.

2M$

Invest
High-Rise Development Sites

Strategic locations for high-rise developments in urban areas.

1.5M$

Contact
Investments

Specializing in private investment and family office management.

contact us

Growth

info@appletreecapitali.com

(775) 443-8578

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60 APPLE TREE LANE, WARWICK, RI 02888