Cascade Investment Advisors, Inc.
Cascade Investment Advisors, Inc. is an independent registered investment adviser headquartered in Oregon City, Oregon. The firm manages approximately $331 million in assets for individuals, including high-net-worth clients, and specializes in customized portfolio management. Founded in 2002, the company employs a small team (7 employees as of 2025) and focuses on personal and attentive investment services.
Investment Strategy
Cascade Investment Advisors, Inc. provides personalized investment management with an emphasis on long-term, risk-adjusted growth for individuals and families. The firm constructs diversified portfolios, primarily investing in U.S. equities, ETFs, and occasionally fixed income securities, aiming to align allocations with each client’s objectives and risk tolerance. Investment decisions are driven by a combination of fundamental analysis and strategic asset allocation, with ongoing monitoring and rebalancing. Cascade Investment Advisors does not engage in high-frequency trading or leverage, maintaining a traditional, client-centric investment philosophy.
Top Holdings
Equity Positions (115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.17% | $5.2M | 10,090 | $76.84 | $517.95 | +$74.4K |
A AAPL | APPLE INC | 2.85% | $4.7M | 18,495 | $51.75 | $254.63 | +$921.3K |
A AMZN | AMAZON COM INC | 2.30% | $3.8M | 17,258 | $102.38 | $219.57 | -$11.2K |
V VTI | VANGUARD INDEX FDS | 2.19% | $3.6M | 11,038 | $209.37 | $328.17 | +$358.4K |
J JBL | JABIL INC | 2.12% | $3.5M | 16,131 | $41.13 | $217.17 | -$280.0K |