CAISSA WEALTH STRATEGIES

Overview

Caissa Wealth Strategies is an independent registered investment adviser organized as a limited liability company and operating since 2018. The firm serves individual and family clients and functions as an active capital allocator, blending traditional managed portfolios with selective third‑party alternative manager allocations. Advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. The firm has also been recognized on industry lists (Top RIA Firms, FA Magazine, 2020). Caissa’s investment approach centers on core exposure to public pooled funds and mutual funds supplemented by tailored allocations to private capital, hedge strategies and real estate vehicles. The firm’s advisory scope and practice of selecting outside managers indicates a preference for combining in‑house portfolio oversight with specialist third‑party execution when clients require access to niche strategies or illiquid opportunities.

Assets & Accounts

Investments & Alternatives

Location & Offices