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Why Cassia Capital

Cassia Capital Partners LLC is a team of investment strategists offering clients thoughtfully constructed, liquid and diversified investment portfolios. Cassia utilizes an "active/passive" approach to our investment models, as opposed to traditional "passive" investment portfolios or the classic 60/40 mix of equity to fixed income. We periodically rebalance our investment portfolios based on active risk measurement, relative performance of selected investments, macro economic views, drift from target exposures and dividend yields. Cassia is able to deliver investment portfolios to our clients in a cost-efficient manner with monthly risk-adjusted performance reporting.

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