CSA Financial

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Financial Planning and Investment Services

In response to a growing demand for financial services, we founded CSA Financial Advisors, Ltd., thereby providing an additional discipline to better serve our clients. Providing financial services allows us to efficiently coordinate our clients’ tax and investment matters.

Passive Asset Class Investing

A significant factor in selecting an investment advisor is finding an investment strategy that is right for you. Our investment approach is derived from rigorous, ongoing academic research by the world’s leading financial economists. Using institutional passive asset class funds, we help you implement a disciplined, long-term investment strategy that is cost-effective to develop and maintain. We work with investment professionals who are respected leaders in structuring specialized investment funds for institutional investors. Through CSA Financial Advisors, Ltd., you gain access to these institutional funds.

Fee-Only Investment Management

By charging an annual fee for our services based on total portfolio value (rather than a commission to buy and sell assets) our interests are aligned with yours.

Long-Term Approach

We develop an investment policy statement with you and hold regularly scheduled reviews to maintain the discipline needed for long-term success.

You Are In Control

While you grant us Limited Power of Attorney to execute transactions on your behalf, you remain in control of your assets, with your account held in your name at Charles Schwab Institutional.

Michael W. Clark, a partner at Cassady Schiller and professionally licensed in general securities and life insurance in the State of Ohio, heads CSA Financial Advisors, Ltd.

  • Recent Posts

    • Mike Clark
      Jim McGrath Joins Cassady Schiller as Partner

      Cassady Schiller is pleased to announce that Jim McGrath has joined the firm as a partner in both Cassady Schiller CPAs & Advisors, and CSA Financial Advisors. Jim joined Cassady Schiller in Septe…

    • Mike Clark
      Volatility and Why It Matters

      What is “volatility”? The definition is, “a statistical measure of the dispersion of returns for a given security or market index. Volatility can either be measured by using the standard deviati…

    • Mike Clark
      Understanding Greece and the European Debt Situation

      For the past several weeks, attention has focused on the debt crisis plaguing Greece and the contentious negotiations with its creditors. The situation in Europe is probably affecting your portfolio t…