Investments

Planning for the Future

Small Businesses, Individuals, and Families

Quincy Cass has Investment Expertise

Brokerage Services

Quincy Cass Associates is a registered broker-dealer allied with National Financial Service Corporation (NFSC), a Fidelity Investments company, which provides all clearing services for our client accounts. We are able to act in a traditional brokerage manner including the following investments and additional services:
 
Exchange listed securities  •  Securities traded over-the-counter  •  Foreign issuers  •  Corporate debt securities (other than commercial paper)  •  Preferred Securities, Master Limited Partnerships and Real Estate Investment Trusts  •  Certificates of deposit  •  Municipal securities  •  Mutual fund shares  •  United States government securities  •  Warrants and Option contracts on securities 

Investment Banking

Private placements of debt and equity for growth-oriented middle-market businesses.
Quincy Cass has developed a solid network of qualified investors, venture capital firms and investment companies to match with client projects and business ventures. Our goal is to find available capital from sources that are best suited to our client’s objectives.

Retirement Planning

Quincy Cass Associates is a registered broker-dealer allied with National Financial Service Corporation (NFSC), a Fidelity Investments company, which provides all clearing services for our client accounts. We are able to act in a traditional brokerage manner including the following investments and additional services:

Educational Planning

Quincy Cass Associates, is a registered broker-dealer allied with National Financial Service Corporation (NFSC), a Fidelity Investments company, which provides all clearing services for our client accounts. We are able to act in a traditional brokerage manner including the following investments and additional services:

Trust & Estates

Quincy Cass Associates, is a registered broker-dealer allied with National Financial Service Corporation (NFSC), a Fidelity Investments company, which provides all clearing services for our client accounts. We are able to act in a traditional brokerage manner including the following investments and additional services:

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

Income &
Growth

Capital
Appreciation

Business Management Services

Quincy Cass will put you in touch with highly-qualified
professionals in our network.

TAX PLANNING  •  TRUSTEE SERVICES  •  PERSONAL MANAGEMENT  •  BUSINESS MANAGEMENT