Casi Investments

Overview

Casi Investments is a corporation that provides advisory services primarily to individual and family clients. The firm performs portfolio management for individuals and small businesses and also offers portfolio management for businesses or institutions. Compensation is through a percentage-of-assets-under-management fee schedule alongside the option to bill hourly. The adviser is not identified as an ESG investor, does not operate as a multi-state adviser, and is not described as a capital allocator or pension consultant. Regulatory and organizational details are limited in the available data; the firm is classified as “Unclassified” and is not listed as a newly formed adviser. Casi Investments lists affiliations consistent with both broker‑dealer activity and operation as an investment adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices