Our firm was founded on the principle that an independent and individualized approach is in the sole best interests of each client. We believe that client interests are best served by dedicated professionals who have an ownership stake in their firm and who make active decisions on behalf of clients.
We build portfolios for our clients on an individual basis after determining their needs, restrictions, experiences and other related investment planning information. We will use individual equities and bonds, third-party managers, index funds or other investment tools as necessary to fulfill your needs and to help you reach your goals.
We believe that clients deserve to be served by an investment firm that puts client interests ahead of the firm’s or advisor’s interests. We believe that we are obligated to do so as we work with clients in a fee-based, advisory relationship. Cascade Investment Group is a Registered Investment Advisor under the Securities and Exchange Commission (SEC) and our duty to our client interests comes first.