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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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    • Kenneth M. Beach
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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 markets cycle.

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 markets cycle.

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

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Investment Advice

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Financial Planning

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Retirement Planning

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Nonprofit Asset Management

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Special-Needs Planning

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Insurance Services

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Social Security Retirement Planning

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Business Retirement Plans

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Ready to find out more?

Contact Us Today  719-632-0818 or Toll-free: 800-984-9074

Contact Us

Most Recent Posts

Blueprints:
Planning For Special-
Needs Families

by Rob Wrubel, CFP® AIF® AEP®

blueprints.png

Tips on the Stimulus Payments

CARE Act stimulus checks went out in April and families with special-needs members are asking questions about how to handle the …

Read More... about Tips on the Stimulus Payments

Contact us today for help with your finances and investments

CALL 719-632-0818
TOLL-FREE 800-984-9074
CONTACT US
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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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Recent Blog Posts

  • Tips on the Stimulus Payments
  • Does Danger Lurk In Your Forms?

Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

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