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How can we share sensitive information?

June 19, 2018

Data protection and safety are of the utmost concern at CAISSA. We use advanced encryption software to safely send and receive sensitive information. This allows our clients and colleagues to […] READ MORE >

How do you choose your investments?

June 19, 2018

We conduct intense due diligence to assemble the best portfolio managers who yield the most efficient returns. This is why our investment committee travels to vet each of our investment […] READ MORE >

How often do we meet and communicate?

June 19, 2018

Regular contact helps ensure that everyone is clear about your financial goals, risk tolerance, and investment strategy. Depending on your preferred level of service, we may meet with you quarterly, […] READ MORE >