Casilio Leitch Investments

Description

• Casilio Leitch Investments is founded on the fundamental principles of character, integrity, and trust. These governing values provide the foundation for guiding our clients through their journey to achieve financial security and independence. We understand that entrusting an organization with the responsibility of navigating you and your capital down the path of achieving your goals and objectives requires a great leap of faith. Your trust is not something we take lightly and it is a responsibility we are honored to accept. We take great pride in helping our clients succeed and we have the passion and confidence in our organization to meet our clients expectations.Character:We pledge to put our duty to the profession, duty to our clients, and the integrity of the capital markets above our duty to self.Integrity:We pledge to provide advice in a manner that individuals of prudence, discretion and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds and for the safety of capital as well as income.Trust:We pledge to recognize that we are in a position to be stewards of our clients capital, not to treat it as our own but to utilize suitable investment disciplines to design a strategy tailored to each clients unique objectives. We base our decisions and guidance on sound, reasonable, and objective research.Advisory Services offered through Casilio Leitch Investments, a CA State Registered Investment Advisor.
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  Headquarters:101 Ygnacio Valley Rd , Walnut Creek, California, United States

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  Phone Number: +1 925-448-2213

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  Website: http://casilioleitchinvestments.com/

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Casilio Leitch Investments

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• |  NAICS Code: 525910  |

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