Cascadia Investment Consultants

Overview

Cascadia Investment Consultants is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on serving individuals and families and provides financial planning and portfolio management for individuals and small businesses. Beyond advisory work, Cascadia also operates as an insurance broker and incorporates fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. The firm is not identified as an active ESG investor, does not position itself as a multi-state adviser, and is not reported to act as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives