A complete list of active advisors currently associated with Casi Investments

Warmer can help you find a great advisor at Casi Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at Casi Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.