Cascade Investment Group was founded with a mission to protect and enhance our clients’ financial picture. We work with each client to develop and implement an individualized investment plan.
We work with you to evaluate your current goals, dreams, resources, savings and investments. Together, we design a solution then put that solution in place in a way that we both agree works for you. Over time, the plan, investments and goals are monitored, adjusted and changed to keep pace with your life and the capital markets.
Successful investing requires diligence, analysis, knowledge and patience. The advisors of Cascade Investment Group have lived through a variety of market cycles and economic conditions. We work on your behalf to make choices to position your portfolio relative to your goals over time as we seek to the growth you need and the principal protection you want.
We have the flexibility to offer our clients a choice in both investment strategy and method of compensation: Fee-based professional management; Fee-based asset allocation of load and no-load mutual funds; Traditional transactional brokerage and investment solutions.
Our goal is to provide clients with enhanced long-term returns while attempting to minimize risk through active investment management.
