Cascade Investment Advisors, Inc.
Firm details
- Headquarters
- Oregon City, Oregon
- CRD number
- 117294
- Registered since
- March 18, 2004
- Website
- cascadeinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.45%
- Individuals23.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cascade Investment Advisors, Inc. is a privately owned, SEC‑registered advisory corporation that provides portfolio management for individuals and small businesses. Registered in 2004, the firm serves primarily individual and family clients and charges fees that include a percentage of assets under management and fixed-fee arrangements. Cascade is not registered as a multi‑state adviser, does not identify as an active ESG investor, and does not act as a capital allocator; instead it uses external managers when it deploys alternatives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- State & Local Bonds15%
- Investment Grade Corp Bonds13%
- Non-Exchange Traded Equities4%
- US Government Bonds4%
Contacts
3 of 3
Michelle Rand
PresidentCRD 2581018
Warren Hastings
Portfolio ManagerCRD 1648350
David Schue
Portfolio Manager, Research AnalystCRD 7796757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$15.7M in ETFs
95%
$14.9M
3%
$768K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $4.9M | 13,226 | 31.22% |
Location
Oregon City, OR
Clackamas
Location
Oregon City, OR
Headquartered in Oregon City, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 503 High St
- Time zone
- PT (UTC-8)
- Office locations
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