Cascade Investment

What is Cascade Investment?

Cascade Investment Group is a family office headquartered in Colorado Springs, Colorado, United States, that delivers a range of financial services to its clients, emphasizing personalized and individualized investment advice. The firm prides itself on operating independently, free from the conflicts of interest that can arise from large corporate ownership. Established in 1996, Cascade Investment Group has a commitment to offering client-focused investment solutions that are tailored to the specific needs of each client, rejecting a one-size-fits-all approach that comes with required model portfolios or investment platforms.

They place a high value on acting in the best interests of their clients, making decisions that are right for the client and not dictated by unmet managers or incongruent corporate strategies.

As a fiduciary, the firm is dedicated to acting in their clients' best interest and prioritizing their needs ahead of the firm's, with a transparent approach to any potential conflicts of interest. Their experienced staff has the dexterity to navigate through various market cycles, balancing the pursuit of investment gains with the understanding of the risks of loss. The services offered by Cascade Investment Group encompass wealth management, financial planning, retirement planning, nonprofit asset management, special-needs planning, insurance services, social security retirement planning, and business retirement plans.

Cascade Investment Group stands out for its adherence to fiduciary responsibility in the financial advisory relationships it maintains. Its suite of services is directed towards enabling clients to navigate their financial journeys with informed, bespoke advice.