Who We Are

Casilio Leitch Investments is founded on the fundamental principles of character, integrity, and trust. These governing values provide the foundation for guiding our clients 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 client’s expectations.

  • 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.

  • We pledge to provide advice in a manner that individuals of prudence, discretion and intelligence manage their own affairs, not in regards to specualtion, but in regards to the permanent disposition of their funds and for the safety of capital as well as income.

  • We pledge to recognize that we are in a position to be stewards of our client’s capital, not to treat is as our own but to utilize suitable investment disciplines to design a strategy tailored to each client’s unique objectives. We base our decisions and guidance on sound, reasonable and objective research.