Nonprofit Asset Management

Cascade Investment Group, Inc. has a rich tradition of working with non-profit organizations and foundations. Each of our partners and advisors serves on community organizations in leadership roles.

Asset management
We work with foundations, endowments and investment committees to manage assets designed to sustain, grow and enhance the mission of your organization. We can work with you to develop a targeted investment plan, including the review or creation of your investment policy statement, fiduciary standards, organizational goals and planned giving resources. Our work with each organization is tailored to the unique and changing needs you face.

Retirement plans
Non-profit organizations have multiple options regarding retirement plans for their employees. We work with you to develop a targeted strategy that fits your resources and desire to attract and retain the highest quality staff.