About Quincy Cass

Committed to Serving You

Quincy Cass Associates Today

Creating Wealth Since 1922

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

A full-service independent investment advisory and securities firm, Quincy Cass earns their trust with a prudent, value-oriented approach to wealth creation and management.

We are proud of our history of continuity.

Quincy Cass, whose family came to Los Angeles in 1888, founded his firm to support the economic success of Southern California’s leading families. His namesake company has endured as one of the area’s oldest independent investment firms to serve clients continuously since before the Great Depression. Today, corporate descendants of Quincy Cass work with the familial descendants of some of the earliest clients. That is a strong testimony to our own, and Mr. Cass’s determination to develop mutually profitable, long-lasting relationships.

We attribute our longevity to our founder’s straightforward business philosophy:

Master the intricacies of the markets. Adhere to the highest professional and personal ethics and regulatory requirements. Understand each client’s needs and goals. Provide exceptional service.

Quincy Cass is a boutique investment firm by design.

We choose to focus on the financial well-being of each client. By maintaining a boutique organization, we have the ability to quickly adjust personalized portfolios to meet changing economic and market conditions. We pride ourselves in our ability to create a flexible solution to meet individual requirements, whether investing in stocks, bonds, options, mutual funds, money market funds, municipal bonds or government securities. At Quincy Cass, personal service is paramount.

We invite you to learn how you can benefit from the experience and expertise of Quincy Cass Associates. Please contact us to set up an appointment.

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.
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