A complete list of active advisors currently associated with Cascade Investment Advisors, Inc.

Warmer can help you find a great advisor at Cascade Investment Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cascade Investment Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.