CASI Investments

CASI Foundation provides the administration for endowment and donor advised assets. The Foundation uses the investment management services of CASI Investments and gives clients the option to hire CASI Investments when it is appropriate for their investment needs. non-profits and individuals can find everything they need to create, build and manage their organization’s endowment at CASI Investments.

Steps CASI Investments take to help clients achieve their charitable giving mission:

1. Define our client's charitable mission
   Help identify your client's long-term vision for change and ways they can make a difference
   
   
2. Identify our client's charitable resources
   Work with your client to determine how much they would like to give in terms of financial assets and time
   
   
3. Structure our client's giving
   Implement a giving plan that fits their financial circumstance and offers them the right balance of tax advantages and flexibility in giving
   
   

4. Focus our client's giving
   Identify specific goals for their giving and specific charitable organizations that can help them achieve those goals
   
   
5. Make use of available resources
   Seek out information from organizations that support strategic charitable giving
   
   
6. Measure success
   Evaluate the effectiveness of the charities and adjust our client's giving as necessary
   
   

7. Review your client's mission
   Periodically review our client's mission to be sure it remains meaningful and relevant to them.
   
   
8. Celebrate our client’s success
   

CASI Investments designs portfolios primarily for churches and charities seeking unbiased, professional management. CASI Investments is a registered investment advisor. The latest on-line analytical and global news resources are available to the firm to provide input critical to making investment judgments on our clients’ behalf.

The focus of CASI Investment’s approach is the establishment of investment goals and objectives. This process consists of four steps: (1)establish goals and objectives (2) determine asset/style allocation, (3) evaluate & select manager, (4) monitor and evaluate results.

CASI Investments develops and implements an asset allocation strategy that is typically tailor-made to accommodate individual situations, objectives and risk tolerance. We clarify, organize and consolidate multiple investments to create a “big picture” for individuals and institutions.

CASI Investments is independent and fee-based, meaning we are not owned or operated by a broker/dealer and our compensation is based on a percentage of assets under management. We have access to a broad range of products and services offered by various providers. We are not limited to proprietary products, enabling us to offer more options to meet unique needs.

Our custody service is provided by Schwab Institutional. Schwab serves more than 5,900 advisors nationwide who together account for over 30% of total assets at Schwab. Schwab has over 1,300 employees dedicated to servicing advisor clients. Because of our relationship with Schwab, our clients have realized significant savings.

Both discretionary and non-discretionary service is offered to clients.

Disclosures

Investment products are offered through Schwab Institutional, a registered securities broker/dealer, member NASD, SIPC. Schwab Institutional is not a Bank.

Products offered through Schwab Institutional
Are not insured by the FDIC
Are not deposits or obligations of or guaranteed by Schwab Institutional
Involve investment risks, including the possible loss of the principal amount invested.

CASI Investments is a registered investment advisor. For additional information please refer to CASI Investment’s registration with the Office of the Securities Commissioner, state of Maryland. (Form ADV, Part II).

The information and opinions in this communication are for general information only, and are not intended to provide specific legal advice. CASI Investments makes no representations about the accuracy of the information in this publication or its appropriateness for any given situation. For further information, please contact your legal counsel.