Investing Made Easy

Highly customized portfolios based on your unique situation and goals.

The Process

We'll go over all of your information and review your goals. Understanding what you are trying to achieve is the foundation of your plan.

A custom portfolio is built for you depending on your goals, risk tolerance, and timeline. You are unique and your portfolio should reflect that uniqueness.  

We'll monitor your portfolio and make adjustments as needed. Sit back and relax while we take care of everything for you.

Our Investment Strategy

In an age of robots and blending in with the crowd, we are not afraid to be different. We believe stocks are the best way to achieve wealth over a long period of time. In fact, we believe many investors, young and old, are under-invested in equities at any given time.

 

While stocks are our primary focus, we'll still use other asset classes, such as bonds, to help investors reach their goals. Each investor is different and our portfolios are a direct reflection of that uniqueness. 

Investment Accounts

All investment accounts are held at Charles Schwab, which provides unmatched security and transparency. The following are a few types of accounts we can manage directly for you.
  • Individual and Joint Accounts
  • Traditional IRA, Roth IRA, SEP IRA, and 401(k) Rollovers
  • Custodial Accounts for Minors
  • Trust Accounts
  • 401(k) through Guideline

Secure Access

Access your accounts securely on all your devices 24/7. You'll be able to view balances, trades, transactions, and safely move money into and out of your accounts at your convenience. Castle Hill Capital only has the authority to invest the funds in your account. You can sleep easy knowing your assets are protected. 
  • Facebook
  • Twitter
  • Instagram

Castle Hill Capital is an investment advisor registered in Pennsylvania and Virginia. Any reference to the advisory services refers to Castle Hill Capital. Registration does not imply a certain level of skill or training nor does it imply endorsement by the state of Pennsylvania or Virginia.​ Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance. Keep in mind investing involves risk.

Copyright © 2020 Castle Hill Capital. All Rights Reserved.