Investment Advice

Protecting and enhancing your financial picture through diligent analysis and active management.

My Investment Mission

Cascade Investment Group, Inc. 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.

01

Evaluate

We work with you to evaluate your current goals, dreams, resources, savings, and investments.

02

Design

Together, we design a solution then put that solution in place in a way that works for you.

03

Monitor

Over time, the plan and investments are monitored and adjusted to keep pace with your life.

Navigating Market Cycles

Successful investing requires diligence, analysis, knowledge and patience. The advisors of Cascade Investment Group, Inc. 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.

Active Management focused on long-term returns & risk minimization.

Flexibility & Choice

I offer our clients a choice in both investment strategy and method of compensation to fit their unique needs.

Professional Management

Fee-based professional management tailored to your specific risk tolerance.

Asset Allocation

Fee-based asset allocation using a mix of load and no-load mutual funds.

Traditional Solutions

Traditional transactional brokerage and classic investment solutions.