Castle Hill Partners

Castle Hill Partners

Castle Hill Partners operates as an independent, fee-only fiduciary based in York, Pennsylvania, with additional office locations in Dallas, Austin and New York. Led by Jonathan Maula, who began his career as a trader in New York City, the firm structures itself outside the large-bank ecosystem. It markets its independence as a structural advantage, arguing that it avoids the product-pushing incentives of legacy institutions. Janice Hoke manages the firm's day-to-day operations and client-service functions. The firm's investment strategy centers on equities as the primary vehicle for long-term wealth accumulation. Castle Hill publicly states that most investors, both young and old, carry an underweight allocation to equities — a view that drives its portfolio construction. Portfolios are individually designed, without the use of model-based or automated asset allocation. The firm operates as a fee-only fiduciary, meaning its compensation comes exclusively from client advisory fees rather than commissions or product sales. Geographic reach is national, with the team serving clients across the United States from its Pennsylvania and Texas offices. The team is lean, comprising two named professionals who handle all investment management and client operations. Jonathan Maula leads investment decisions and portfolio guidance, while Janice Hoke supports client service and administrative operations. The firm emphasizes transparency in its fee structure, telling clients it explicitly discloses how fees are generated. No separately branded vehicles, philanthropic arms, or co-investment clubs are disclosed. Castle Hill's structural differentiator is a willingness to publicly state a concentrated macro conviction: most investors, regardless of age, should allocate more heavily to equities. This contrasts with the industry trend toward model portfolios and diversified multi-asset approaches, positioning the firm as a high-conviction equity manager rather than a broad wealth-planning generalist.