Since 1985, three highly principled professionals have worked together in varying capacities and developed a unique professional relationship which has become the cornerstone of a financial services company that is truly set apart from the rest. It was their intention to accomplish what many companies aspired to, but failed to do – to make the quality of the client relationship the highest priority of the firm. It was with this vision that they created a remarkable enterprise known today as Cascade Investment Group.
Ken Beach, Craig Ralston, and Dana Capozzella have built Cascade Investment Group based on an old fashioned brand of integrity, character, and solid business acumen. From an initial small financial advisory office, to a firm today with nearly a half a billion dollars of investment capital under management, Cascade Investment Group has quietly earned the respect and confidence of investors nationwide. By carefully listening to the real needs of their clients and prudently guiding them through the shoals of the financial markets, the hand picked investment professionals at Cascade Investment Group have enabled their clients’ vision of a secure financial future to become a reality.
Philosophy
We are investment professionals, with an average of 22 years of investment experience, who have established an investment firm that puts the interests of the client and investment manager on the same side of the table. When asked to define our basic philosophy, the following statement best describes what we believe: An investment portfolio is as individual as every client is. It should be designed to complement the client's particular needs and objectives, whatever they may be. Criteria for safety of principal, current income, growth of capital, and total return should be what directs and controls the management of all investment assets.
Mission Statement
It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.
