Why a Registered Investment Advisor?
Why Work With an RIA
Customized strategies that meet individual goals
As an RIA (Registered Investment Advisor) firm, we create specific strategies for each of our clients, rather than assign them to a good enough product as most broker firms do. Every individual has unique goals and visions, and cookie-cutter models never incorporate all your individual needs. Our strategies are developed after we clearly understand what you want to accomplish and we’ve consulted with our trusted experts so every piece is customized and vetted. CAISSA is fee only so our value is in our process not in a product.
Why having an Investment Advisor adds value