Independent

Cascade Investment Group is managed by individuals who are active in the daily management of client assets. Our firm started in 1996 with the spirit of client-focused investment advice free from conflicts of interest caused by large corporate ownership. Cascade Investment Group is managed by individuals who are active in the daily management of client assets. Our firm started in 1996 with the spirit of client-focused investment advice free from conflicts of interest caused by large corporate ownership.

Individualized

Cascade Investment Group offers clients personal, custom investment advice and solutions. We do not have required model portfolios or investment platforms. Our duty is to serve each client according to their needs. Decisions for you are not made by managers you have not met and may not be in your best interests. Cascade Investment Group offers clients personal, custom investment advice and solutions. We do not have required model portfolios or investment platforms. Our duty is to serve each client according to their needs. Decisions for you are not made by managers you have not met and may not be in your best interests.

Investment Advice

Investing involves a balance between rewards from gains and risk of loss. Our experienced, knowledgeable team has navigated the storms and opportunities with investors through different market cycles. Investing involves a balance between rewards from gains and risk of loss. Our experienced, knowledgeable team has navigated the storms and opportunities with investors through different market cycles.

Fiduciary

Cascade Investment Group acts in a fiduciary capacity for clients we serve in our advisory capacity. Fiduciary advisors must make recommendation in the best interests of clients and client interests come before the firm’s. We seek to disclose all conflicts of interest.

Services

Wealth Management

Investment Advice

Financial Planning

Retirement Planning

Nonprofit Asset Management

Special-Needs Planning

Insurance Services

Social Security Retirement Planning

Business Retirement Plans

Ready to find out more?

Contact Us Today  719-632-0818

Contact us today for help with your finances and investments