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Our Approach

Over the long-term, you should plan to build a financial house upon the wisdom that has stood the test of time. The application of professional principles, tailored to help meet your individual goals, is the key to Kassira's financial planning approach.

Time-Tested Principals

As an independent, professional, Investment management firm, we are prepared to direct vast resources while managing the financial option best suited to fulfill your needs. Never content to follow a set formula or the latest market trend, we will collaborate with you to help build a defined financial strategy based on advice that is both personal and sensible.

Customized Strategies

Unlike the detached position of major financial institutions, our firm emphasizes a personal commitment where the interests of the individual client are paramount. Our commitment to integrity, combined with extensive technical experience, has qualified us to offer you the kind of knowledgeable financial advice necessary to help build a successful and trusted long-term relationship.

Expert Management Tools

“I strive to get to know my clients personally, and I enjoy being transparent with them. The more they get to know me as a financial professional, the greater opportunity there is for an open channel of communication. I love what I do, and I take great satisfaction from offering my financial knowledge and experience to help meet the needs of my clients and their families.” — Gassan Kassira

Our Goals

The Cornerstone to Our Approach

  • Commitment to our clients through a close, professional, working relationship
  • Pursuit of knowledge to provide objective, strategic, and timely advice
  • Investing and utilizing state-of-the-art technology in research and investing tools.
  • Holistic perspectives in designing a financial plan that help meet clients’ financial needs and long-term goals and objectives.
  • Customized, detailed investment plans and strategy

Qualities That Define Us

  • Uncompromising integrity, trust and personal service
  • Dedication to our clients, Unbiased
  • Commitment to knowledge and excellence
  • Independence in thought and advice
  • Strategic thought leadership
  • Educated, experienced and knowledgeable
  • Transparent