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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-10-2016
- Office Locations
- 1
Office Locations
About Cairn Investor Services
Cairn Investor Services is a Myrtle Beach, SC registered investment adviser focused on goal-based financial planning and portfolio management for individuals and families. Founded in 2002, it builds risk-tolerance-aligned strategies and supports retirement, tax, and estate planning decisions. The firm also offers an unbiased “peer review” of existing portfolios to help clients understand what they own and why. Custody includes Interactive Brokers; portfolios may use ETFs.
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Investment Themes
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Owner & Executives
JAMES WARREN VASSAS JR
Owner, President
- CRD
- #4487594
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,530,299 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,530,299 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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