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Cascade Investment Group

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

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Investment Advice

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.

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Phone: 719.632.0818
Toll-free: 800.984.9074
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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.

© 2023 Cascade Investment Group · Member SIPC/FINRA

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