Mission Statement
It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.
Non Profit and Foundation Asset ManagementCascade Investment Group has a rich tradition of working with non-profit organizations and foundations. Each of our partners and advisors serves on community organizations in leadership roles. Asset managementWe work with foundations, endowments and investment committees to manage assets designed to sustain, grow and enhance the mission of your organization. We can work with you to develop a targeted investment plan, including the review or creation of your investment policy statement, fiduciary standards, organizational goals and planned giving resources. Our work with each organization is tailored to the unique and changing needs you face. Retirement plansNon-profit organizations have multiple options regarding retirement plans for their employees. We work with you to develop a targeted strategy that fits your resources and desire to attract and retain the highest quality staff. |