Cale Smith, MBA

Chief Executive Officer and Portfolio Manager

Cale is the founder and CEO of Bastion Fiduciary, and manages an energy fund called the Bastion Energy Portfolio.

In 2008, Cale founded Islamorada Investment Management which in 2024 became Bastion Fiduciary upon acquiring another fee-only Registered Investment Adviser. Prior to IIM, Cale served as an analyst at a number of independent investment firms and equity research companies.

Cale is also Treasurer on the Board of Directors of the Florida Keys Electric Cooperative, which provides electricity to approximately 30,000 members in the Upper Florida Keys. He is a director on the operating board of Mariners Hospital and previously served as President of the Islamorada Chamber of Commerce and was a recipient of the Irving Eyster Award for outstanding volunteer service to the community.

Cale is a veteran and an honors graduate of the U.S. Coast Guard Academy. He received an MBA from the College of William & Mary. In 2000, Cale competed in the Olympic rowing trials as a single sculler.

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