A complete list of active advisors currently associated with CASILIO LEITCH INVESTMENTS

Warmer can help you find a great advisor at CASILIO LEITCH INVESTMENTS or one who fits your needs even better.

Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm delivers portfolio oversight through client-selected custodial broker‑dealers and furnishes written quarterly reports as part of its service. Portfolio construction combines a top‑down evaluation of the global economic landscape with bottom‑up security analysis and relies on Modern Portfolio Theory to guide diversification; an Investment Policy Statement is used to document objectives and constraints. Accounts are managed under a limited power of attorney on a discretionary basis, with ongoing account reviews and reporting to clients. Distinctive features include a general $1,000,000 account minimum (which the firm may waive), positioning the practice toward larger household portfolios compared with many team firms that primarily serve non‑HNW individuals. The firm integrates planning into asset management without separate planning fees, routinely recommends institutional custodians (such as Fidelity) and uses their platform and research resources, and does not offer proxy‑voting or performance‑based fee arrangements.

To learn more about the advisors currently working at CASILIO LEITCH 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.

Name	Location	Years of experience
Corey Casilio	Walnut Creek, CA	23
William Leitch	Walnut Creek, CA	21

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