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Cascade Investment Group, Inc


Financial Advisors

About Us

We are investment professionals, with over 100 years of combined investment experience, who have established an investment firm that puts the interests of the client and investment manager on the same side of the table.

We believe that an investment portfolio is as individual as every client is, and should be designed to complement their particular needs and objectives, whatever they may be. Criteria for safety of principal, current income, growth of capital, and total return should be what directs and controls the management of all investment assets.

Since 1985, three highly principled professionals have worked together in varying capacities and developed a unique professional relationship which has become the cornerstone of a financial services company that is truly set apart from the rest. It was their intention to accomplish what many companies aspired to, but failed to do - to make the quality of the client relationship the highest priority of the firm. It was with this vision that they created a remarkable enterprise known today as Cascade Investment Group.

Rep/Contact Info

View Personal Bio
Theresa Brock
Senior Vice President, Investments
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Dana Capozzella
Compliance Officer

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