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

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

Cascade Investment Group provides advisory services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm offers portfolio management through its Portfolio Freedom Account program, pension consulting and IPS preparation, and standalone financial planning and consulting services. CIGI manages accounts on a discretionary and non-discretionary basis and implements strategies using fundamental, technical, and charting analysis, as well as mutual funds, ETFs, alternative investments and defined‑outcome products. The firm may use SMA/TAMP platforms, permits borrowing in certain managed accounts (margin), and offers educational workshops and participant communications for retirement plan clients. CIGI is majority‑owned by a regional bank, is dually registered as a broker‑dealer with registered representatives who are licensed to sell insurance products, and maintains a clearing relationship for execution and custody, all of which the firm discloses as potential conflicts of interest. The brochure also discloses a 2021 SEC censure related to mutual fund share‑class selection and describes procedures the firm uses to mitigate conflicts arising from its affiliations and additional compensation arrangements.

To learn more about the advisors currently working at Cascade Investment Group, 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.