Circa Capital provides investment management and outsourced Chief Investment Officer services to investors and advisory firms across North America. Learn more about what we can do for you by clicking the links above or scrolling down.
For Advisors (RIAs)
Outsourced Chief Investment Officer (OCIO)
With over $300 million in assets under advisement, we lend our expertise to advisory firms that want the competitive advantage of having an experienced CFA charterholder on their team.
Every advisory firm that we work with is unique but we are commonly asked to perform the following services:
- Review existing or create new model portfolios
- Recommend new investments when necessary
- Conduct portfolio reviews for existing and prospective clients
- Rebalance portfolios periodically
- Provide commentary about economic and market conditions
- Conduct periodic due diligence on investments for regulatory purposes
Though our services may differ from advisor to advisor, our goal is always the same; we want to help you deliver the best possible investment experience to your clients.
We manage portfolios directly for clients on Schwab’s platform as Separately Managed Accounts.
Our stock strategies are built on the premise that we only buy companies that we believe are of the highest quality, that have sustainable competitive advantages, good growth prospects and are financially healthy. Our portfolios are economically balanced, so many of the same drivers of the US economy are also drivers of our stock portfolios.
Our fixed income strategy is also built on the premise that quality matters, and while we make fewer investments in specific debt instruments, we are always mindful of the tradeoff we are making between risk and return.
If your client has a large investment in a stock or security that they either can’t or won’t sell, we have the expertise to help manage risk. Using options to help protect investments from a significant loss or to generate additional income, we have the ability and the experience to help you better meet the needs of your high-net-worth clients.
We work directly with select high-net-worth clients by referral.
Travis Raish, CFA
Travis has over 25 years of experience in professional money management, including experience as a portfolio manager and as an equity analyst. His work includes consulting with advisory firms and managing stock-based portfolios for institutions and individuals.
Travis also taught at the college level for several years as an adjunct professor with The College for Financial Planning in Greenwood Village, Colorado. There he mentored thousands of financial planners through the Investment Planning curriculum in their pursuit of the CFP (Certified Financial Planner) designation.
Travis has a BSBA with a concentration in finance from Colorado State University and an MBA with a concentration in finance from Regus University. He is also a CFA (Chartered Financial Analyst) charterholder.
James Callahan, CPA, CFA
James has over twenty years of fixed income research experience, having most recently served as a senior high yield credit research analyst for approximately eleven years at State Street Global Advisors (SSGA). His SSGA employment experience also included approximately eight years as a senior investment grade research analyst. Prior to SSGA, James worked as a high yield research analyst at BancBoston Robertson Stephens. James began his career in public accounting, and worked for a number of local CPA firms in Massachusetts and California.
James has a BS in Accounting from Northeastern University and an MBA from the F. W. Olin Graduate School of Business at Babson College. Additionally, he is a CPA, and has earned the right to use the CFA (Chartered Financial Analyst) designation.
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