our approach investment process risk management our models our partners
process our models
process our models
process our models
spacer client contact us
spacer spacer spacer
spacer

Institutional Investors

Cassia Capital Partners LLC is a team of investment strategists offering clients thoughtfully constructed, liquid and diversified investment portfolios.
For institutional investors, Cassia delivers institutional quality and standards with respect to investment portfolios and supporting infrastructure. Detailed portfolio performance and risk measurement is reported monthly. We partner with leading service providers for our custody and operations platform, performance reporting, GIPS and compliance consultants, and risk analytics.

spacer