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| Our Clients |
Caspa clients include entrepreneurs, business owners, working professionals,
entertainers, inheritors, and retirees. Most of our clients have a net financial
wealth of $2 million to $8 million, with the largest at over $12 million. For
clients with less than $1 million, or for those who don't need comprehensive
wealth management services, we provide Portfolio Management services.
Caspa does not accept any commissions or finder's fees - only the fees paid
directly by our clients. We take a fiduciary oath to treat our clients' money
as we would our own, and do not "sell" anything other than our services.
In spite of the fact that we cooperate strategically with a few of the largest
financial institutions in the world, we are an independent, boutique wealth
management firm.
We are, by choice, a small company. For this reason, we have the capacity
to commence business relationships with only a very limited number of new
clients each calendar year. When selecting these new clients, we focus on
those individuals to whom we can best assist in the the well-being of their
finances, their family relationships, and to the larger communities that
their lives touch.
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