Casi Investments

Overview

Casi Investments is a small, state-registered independent registered investment adviser organized as a corporation and operating out of Maryland. The firm is owner-operated and focuses on serving individuals and families, offering portfolio management for both individual/small business clients and for business or institutional accounts. Compensation is primarily on a percentage-of-AUM basis with the option for hourly billing. The firm's reported activities include portfolio management and it lists affiliations with a broker-dealer and with other investment adviser relationships. Casi Investments does not identify itself as an active ESG investor and is not registered as a multi-state adviser, indicating a primarily state-focused practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices