+1(913)513-4678 Colorado Springs, CO

About Our Firm

A legacy of integrity and client-focused investment advice since 1985.

Our Origins

A Vision of Excellence

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, Inc.

From an initial small financial advisory office to a firm managing nearly a half a billion dollars of investment capital.

Cascade Investment Group Office

Ken Beach, Craig Ralston, and Dana Capozzella have built Cascade Investment Group, Inc. based on an old-fashioned brand of integrity, character, and solid business acumen. By carefully listening to the real needs of their clients and prudently guiding them through the shoals of the financial markets, our investment professionals have enabled their clients’ vision of a secure financial future to become a reality.

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Our Philosophy

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.

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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 dedicated to sound financial judgment, strong family values, and the ability to daily care for our clients, staff, families, and community.

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