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Mission Statement

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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.

History

 

 

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.

Ken Beach, Craig Ralston, and Dana Capozzella have built Cascade Investment Group based on an old fashioned brand of integrity, character, and solid business acumen. From an initial small financialadvisory office, to a firm today with nearly a half a billion dollars of investment capital under management, Cascade Investment Group has quietly earned the respect and confidence of investors nationwide. By carefully listening to the real needs of their clients and prudently guiding them through the shoals of the financial markets, the hand picked investment professionals at Cascade Investment Group have enabled their clients' vision of a secure financial future to become a reality.