CASI INVESTMENTS

Overview

Casi Investments operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes both individual and family clients, offering personalized investment strategies. Casi Investments employs a fee structure that includes a percentage of assets under management and hourly charges, reflecting a flexible approach to client billing. While the firm does not actively engage in ESG investing, it is dedicated to managing portfolios for both individuals and institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices