What We Do For You.

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 underinvested 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. 

Accounts Serviced

All investment accounts are held at Charles Schwab which provides unmatched security and transparency. We service individual accounts, joint accounts, retirement accounts (IRA, Roth, SEP, and more), trust accounts, custodial accounts, and provide 401(k) services for small businesses. ​

All 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.

Pricing

All of our services are included under one fee. No commissions. No hidden charges. No nonsense.
 
Our guidance and investment management is 1% of the total account value per year. Our success is directly tied to your success.
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Small Business Solutions.

We have you and your employees covered.
Investment Management
Choose from over 40+ index funds from Vanguard and other low-cost providers. We'll help participants choose a managed portfolio with fees well below the industry average. 
Outside Accounts
Employees can also receive unbiased advice on all investments held outside their 401(k). They can have those accounts professionally managed for the same low fee. 
Fiduciary Service
We serve as a fiduciary to you and all of your employees. This means our advice will always be in your best interest, not ours. 

FAQ

Why should I choose Castle Hill Capital

We believe every investor deserves quality financial service regardless of how much money they have. Whether you are saving for retirement, your child's college education, a new home, or that special event—we'll help you get there. You'll always work with the same advisor, which is something the big firms cannot promise. And because we aren't a big publicly traded company, we don't have hidden incentives to sell you things you don't need.



Where is my money held?

Client accounts are held at Charles Schwab and clients have access to their accounts 24/7.



Can I move money out of my account?

Yes, you can move money into and out of your account at any time.



What access does Castle Hill Capital have to my acount?

We have the authorization to make trades in your account and withdraw our quarterly fee. We cannot move money into or out of your account at any time without your written permission. We also have acces to your financial plan, if you have completed one using our online tool.



Does Castle Hill invest in anything other than stocks?

We will invest in bonds, mutual funds, and ETF's (exchange traded funds) on a case by case basis. While we make these accommodations, we still believe that investing in stocks is the best way to grow your wealth. We never take a commission on any products we use so our clients can be assured we are always doing what is best for them.



Will you notify me before making trades in my account?

No, we will not. We act on a discretionary basis. This means once your account is opened and we have a gameplan for you, we will execute trades as we see fit.



Who regulates Castle Hill Capital?

We are regulated by the Pennsylvania Department of Banking and Securities and the Virginia State Securities Comission.



Will I receive any statements from Castle Hill Capital?

Yes. Every quarter you will receive an account statement from us indicating your balance at the beginning of the quarter, balance at the end of the quarter, investment gains/losses, dividends paid, and any withdrawls or deposits made in your account. It will also have your bill. It is straightforward and our clients love the simplicity and transparency. You will also receive monthly account statements from Charles Schwab with similar information. You can receive our statements and Schwab statements electronically or on good ole' paper. The choice is yours.



Does Castle Hill offer virtual services?

Yes. In fact, 99% of our daily operations are done remotely with clients.