Overview

Quincy Cass Associates, Inc. is searching for an advisor or solo RIA with continuity issues. We are a one-hundred-year-old investment/advisory firm founded in 1922, based in West Los Angeles. We have a warm family friendly culture in the office with a simple motto, “CLIENT FIRST”. We have an obsession for taking care of our customers as well as our employees who have been with us for 20 & 30 years.

Our firm is a unique hybrid in that we offer traditional investment management services thru QCA Capital Management, but also retain brokerage services thru Quincy Cass Associates (CRD 686). This allows flexibility to determine what is best for clients. Brokerage services are cleared thru Fidelity Institutional while investment management services are offered thru Schwab and Fidelity Custody services.

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