Casi Investments

Overview

Casi Investments is an independent, owner-operated registered investment adviser organized as a corporation that works primarily with individual and family clients. The firm provides portfolio management services for individuals and small businesses and also offers portfolio management to business or institutional clients. Its fee arrangements include a percentage-of-assets model and hourly billing. Casi does not identify as an ESG-focused manager, does not operate as a multi-state adviser, and is not structured as a capital allocator or pension consultant. The firm reports industry ties that include a broker-dealer relationship and affiliation with another investment adviser, indicating it may offer both advisory and brokerage-related access or third-party products alongside its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives