Not all investments should be sold. We transfer “as-is” and assess from there how to massage your portfolio to maximize its potential. READ MORE >

Yes, in this age of technology, we are able to serve clients wherever they are. READ MORE >

We will work with you and help facilitate the transfer of your accounts to CAISSA, following up to make sure it gets done correctly. We monitor every share and every […] READ MORE >

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 >

No. We will assess your needs and goals through our personal financial planning and CAISSA’s tranches of income processes which drives us the right mix of investments specific to you. READ MORE >

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 >

There is no obligation – our relationships are always at-will. READ MORE >

There is no charge for the initial meeting. Our relationships are always on an at-will basis. We will work together as long as there is value perceived by all. READ MORE >

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 >

We firmly believe in building relationships and that it must be a win-win for each party to work together. This is why our initial meetings are free with no obligations. […] READ MORE >