Casi Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CASI Investments primarily serves churches, charitable organizations and individual clients, providing investment supervisory services, financial planning, tax preparation, retainer engagements and hourly advice. As of March 31, 2023 the firm reported managing approximately $12 million for about 67 clients, with the majority of assets managed on a non‑discretionary basis.
The firm’s process begins with establishing documented goals and objectives and producing an Investment Policy Statement, followed by asset/style allocation, manager selection, and ongoing monitoring. Portfolios use a core‑and‑satellite approach—passive index funds and ETFs as the core with actively managed funds in satellite positions—and are globally diversified with quarterly reviews and triggers for out‑of‑cycle reassessments.
CASI is organized within a family of companies that includes an institutional arm focused on strengthening non‑profits, and the firm uses Charles Schwab for custody and execution; a principal’s employment with another investment firm is disclosed as a channel to offer additional products while that principal does not receive commission revenue from that affiliation. The firm’s client mix is notable for not emphasizing high‑net‑worth individuals, accepts small accounts (minimum $500), and manages a modest discretionary sleeve (about $600,000) alongside a larger non‑discretionary book.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Retainer Agreement annual fee of $1,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%
Hourly planning engagements and tax preparation billed at $150.00 per hour; follow-on implementation work billed at $150.00 per hour
Account minimum: $500.00 Minimum fee: Financial Planning Agreement minimum fee is $150.00 Fee-only: Financial planning fees, hourly charges, fixed fees, and retainer fees; no commissions received by CASI Investments
Main office
1425 Eutaw Place
Baltimore MD 21217
Advisors at this office
1
Most active in
Maryland
Also doing business as
Casi Investments · Howie Capital Management · Howie Capital Managemnet
Disclosures
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Business activities & affiliations
Is active or affiliated with:
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Is not active or affiliated with:
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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