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What is an RIA?

June 27, 2017

What is an RIA?

When thinking about managing your nest egg you can do it yourself, work with a broker, work with a financial adviser or work with Caissa, an RIA. A Registered Investment Advisor, or RIA, is a financial advisor with a fiduciary, or legal obligation to do what is best for you. Watch the whiteboard video below to find out more about what an RIA is and how it is different.

Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals provide individualized strategies for every client. You can expect more from CAISSA, and in turn, you will get a fiercely loyal advocate on your side. For more news and information on wealth management solutions, visit Caissa Wealth.