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Individuals & Families

Cassia Capital Partners LLC is a team of investment strategists offering clients thoughtfully constructed, liquid and diversified investment portfolios.
For individuals and families, this means direct access to the Portfolio Manager without having to go through institutional brokers, who are often required to sell "company product." The investment is delivered via a managed account versus the typically more expensive mutual fund structure. Cassia delivers transparent, easily understood monthly performance reporting and active risk management.

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