Cascade Investment Group, Inc.
Cascade Investment Group, Inc. is an SEC-registered investment adviser and brokerage firm headquartered in Colorado Springs, Colorado. Founded in 1997, the firm offers investment advisory services to individuals, corporations, trusts, and retirement plans. As a boutique investment adviser, Cascade provides portfolio management, financial planning, and wealth management solutions to its clients. The firm reports a small team focused on personalized service.
Investment Strategy
Cascade Investment Group, Inc. provides personalized portfolio management and financial planning tailored to the client's objectives, risk tolerance, and time horizon. The firm primarily employs a long-term investment approach that involves selecting a diversified mix of assets including equities, ETFs, and mutual funds. Cascade's strategy is based on fundamental research and a disciplined allocation process designed to balance growth and risk management for both individual and institutional clients.
Top Holdings
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 15.27% | $21.9M | 71,950 | $204.46 | $303.93 | +$2.4M |
S SPTM | SPDR SERIES TRUST | 4.94% | $7.1M | 94,512 | $49.10 | $74.89 | +$767.0K |
A AAPL | APPLE INC | 4.23% | $6.1M | 29,524 | $132.84 | $205.17 | -$553.4K |
C CIBR | FIRST TR EXCHANGE TRADED FD | 3.11% | $4.5M | 58,994 | $38.99 | $75.58 | +$729.5K |
V VXUS | VANGUARD STAR FDS | 2.18% | $3.1M | 45,134 | $56.83 | $69.09 | +$572.9K |