Cascade Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cascade Investment Advisors is a registered investment adviser that manages portfolios for individual clients across a wide age range, including some U.S. residents who live abroad. The firm provides discretionary and non‑discretionary portfolio management and establishes a written investment policy statement for each client; it does not provide financial planning or sell investment products.
Investment decisions follow a value‑oriented approach grounded in company fundamentals, historical valuation relationships and macroeconomic trends, with an emphasis on managing to clients’ stated goals rather than chasing benchmark performance. The firm’s professional investment staff all hold the CFA charter and conduct daily monitoring together with formal annual account reviews against each client’s policy statement.
Distinctive features include a long operating history (established in 1997) and a relatively compact professional team with firmwide CFA coverage, along with disclosure that principals own interests in certain real‑estate partnerships that may be advised to clients, a potential conflict the firm discloses. The firm typically recommends a major custodian, uses block trading and annually tests brokers for best execution, and states it receives research/trading services from its custodian while not participating in formal soft‑dollar arrangements.
Client services
Expertise
Fee options
One-time administrative charge of $300 for account re-papering
Under $1 million (household accounts) - $1,000,000: 0.95% of assets $500,000 - $1,000,000 with over 5 years with firm: 0.90% of assets $1,000,000 - $2,000,000: 0.85% of assets $2,000,000 - $5,000,000: 0.70% of assets $5,000,000 and above+: Negotiable
Account minimum: $200,000 for balanced accounts or $100,000 for equity accounts (minimum to avoid termination), but generally no set minimum Fee-only: Annual fees based on asset tiers as above; fees billed quarterly in arrears
Main office
503 High Street
Oregon City OR 97045
Advisors at this office
3
Most active in
Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Warren H
CFA®, Series 65
Oregon City, OR
Cascade Investment Advisors, Inc.
Warren Hastings III is a CFA® charterholder and Series 65 licensed advisor with 22 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm provides discretionary and non-discretionary portfolio management with individualized investment policy statements but does not offer financial planning or sell investment products.
David S
CFA®
Oregon City, OR
Cascade Investment Advisors, Inc.
David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.
Michelle R
CFA®, Series 63
Oregon City, OR
Cascade Investment Advisors, Inc.
Michelle Rand is a CFA® charterholder with 28 years of industry experience. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals and macroeconomic trends. Cascade maintains a compact team of professionals who all hold the CFA charter and provide ongoing portfolio monitoring and annual reviews aligned with clients’ investment policy statements.
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