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Our Approach

The classical construction of investment models relies on a blended exposure to stocks and bonds (60/40) and managers who largely pick among those two asset classes in a mutual fund structure. Investment advisors eagerly discuss returns with their clients but rarely adjust for the risk taken to achieve those returns, and most advisors "subcontract" portfolio construction to mutual fund managers.

In today's market environment, that approach has become obsolete and expensive. An allocation to multiple asset classes reduces risk for an expected level of return, and the expense of a mutual fund structure is no longer necessary to invest in a diversified investment model. Exchange Traded Funds (ETFs) provide investment advisors who have the necessary expertise with an efficient tool for constructing client investment models. Furthermore, in an environment where alpha is difficult to source—drawing many investors into less liquid investments—it makes sense to distribute allocations across multiple sectors, asset classes and geographic regions with daily liquidity.

Cassia Capital Partners LLC offers investors prudent investment allocations through the thoughtful construction of liquid, diversified portfolios across multiple asset classes primarily expressed through ETFS. Our investment models include CCP Diversified, Income, Inflation Protected, Liquid Alternatives, and Balanced Risk models. We offer truly independent investment advice, market-leading risk management, exceptional performance reporting and investment models with reduced fees, as well as attention to attractive yield in a zero-rate environment.

 

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