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Process

For Institutional Investors, Cassia Capital provides attractive liquid allocations to provide prudently diversified exposures for a given level of risk. There is no offering memorandum or fund structure to navigate. Cassia Capital provides sensible allocations via a managed account supported by a market leading custodian with institutional caliber performance and risk reporting.

In the case of endowments or foundations, Cassia Capital can apply its investment models to provide tailored investment solutions for trusts and trust annuities.

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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