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Process

For Consultants, Cassia Capital functions as a thoughtful recommendation for active/passive asset management. The Cassia Capital profile instills confidence in terms of risk management, due diligence, liquidity, and fees.

Established financial advisors can work with Cassia Capital in a sub advisory relationship for their clients. Cassia Capital is a strategist providing Advisor clients with efficient investment models and a sensible approach for exposure to active/passive investing in what is an "alpha poor" investment landscape.

Cassia screens hundreds of ETFs to actively select those exposures that make sense in a moderate growth or lower volatility, income focused investment portfolio. Cassia targets a specific level of risk comparable to 60/40 split of equity to fixed income, and blends exposures to achieve an acceptable risk-adjusted return with diversification to dampen drawdown risk. Once targets are established, Cassia monitors drift from the target and periodically rebalances the investment portfolio to maintain acceptable risk levels.

 

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