Investment Securities Since 1922

Let us help you achieve your financial goals.

Investment Services

Helping small businesses, individuals, and families

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• Traditional Stocks and Bonds
• Governments
• Treasuries

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• Investment Banking
• Private Placements
• Financing

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• Rollover IRA
• Simplified Employee Pension
• Simple IRA
• 401K

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• 529 Plan

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Referrals to professionals
in our network for trust
and estate planning

QCA Capital Management

Our primary goal is to protect and enhance the client’s wealth as economic conditions change.
These are our three investment strategies:

Income
Generation

Wealth Preservation
& Enhancement

Opportunistic Value
& Growth

Our Mission

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The mission of Quincy Cass Associates, Inc. is to act in the best interest of our clients in the pursuit of their investment goals and objectives. We want our client’s goals to drive our investments, not have our investments drive our client’s goals.

Helping Clients Manage Wealth Effectively

Every Quincy Cass professional is capable of the demands of sophisticated clients for knowledgeable and informed decision-making. We offer investment-related services with a local, hometown philosophy, and attitude toward customer service.

GENERAL LEWIS CASS
Oct. 9, 1782 – Jun. 17, 1866

Our History

Individual investors, high net worth families, businesses and institutional clients have relied on Quincy Cass Associates to preserve and enhance their wealth since 1922.

Every Quincy Cass professional is capable of the demands of sophisticated clients for knowledgeable and informed decision-making.

Quincy Cass Associates Professionals

We look forward to meeting you

Joel H. RaviTZ

Chairman and Chief Executive Officer

Mark MINICHIELLO

President and Chief Investment Officer

daniel r. guAY, CPA

Chief Financial Officer

JENS SPITTA

Senior Wealth Advisor

Joel H. RaviTZ

Chairman and Chief Executive Officer

Mark MINICHIELLO

President and Chief Investment Officer

daniel r. guAY, CPA

Chief Financial Officer

Lupe Benitez

Director of Client Services

REBECCA TERRAZAS

Executive Vice President of Partnerships

JENS SPITTA

Senior Wealth Advisor

Lupe Benitez

Director of Client Services

REBECCA TERRAZAS

Executive Vice President of Partnerships