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Process

For individuals and families, Cassia provides a turnkey solution for thoughtful portfolio construction that is liquid, diversified, and cost-efficient. 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 a 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.

If you have investment expertise but not the time to thoughtfully allocate and monitor investments in IRAs or other non-core investment accounts, our investment models may be a simple yet valuable improvement to your portfolio.

If you are lacking in both time and investment experience, then Cassia Capital can deliver liquidity and diversification into your portfolio at a desired level of risk with ongoing risk management to monitor the exposures. You may be surprised at the savings in fees and reduction in risk by investing in a Cassia Capital investment model versus a large mutual fund.

The investments are made in an account to which you have direct access and ultimately control but Cassia Capital has trading discretion. Transparency, liquidity, and control are ultimately kept in the investor's hands.

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