Cascade Investment Advisors

Solutions, Value Investing & Personal Service

Financial consultant in Oregon City, OR (show on map)

5.0

★★★★★

1 reviews

Independent investment advisory firm founded in 1997, specializing in value investing and personalized portfolio management.

Call (503) 417-1950

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About

Cascade Investment Advisors was founded in 1997 to bring the service and performance typically reserved for the ultra-wealthy to any investor who values customized solutions and individual attention at reasonable fees. The firm applies a value investing philosophy across all asset classes, seeking undervalued securities in equities, international markets, bonds, and options.

Services include portfolio construction, tax strategy, estate planning, commercial real estate advisory, private equity evaluation, and charitable planning. The firm's blog, Market Musings, covers topics including estate tax changes, Treasury iBond optimization, private equity in 401(k) plans, and market analysis.

CFA-designated portfolio managers with 20+ years of experience

Security-by-security portfolio construction rather than fund-based approaches

Brings ultra-wealthy service levels to any investor at reasonable fees

Personalized service with access to a network of specialized professionals (accountants, real estate, legal, valuation)

Value investing philosophy focused on undervalued securities across all asset classes

Services

Value Investing Portfolio Management

Building portfolios security by security using a value investing philosophy, seeking undervalued securities at reasonable prices across all markets.

Security-by-security portfolio construction Risk-adjusted asset allocation Avoids mutual funds and ETFs in favor of direct holdings Covers equities, international securities, bonds, and options

Tax Strategy

Flexible tax and investment reporting, including tax-loss harvesting and tax-efficient investment planning.

Tax-efficient portfolio management Flexible tax and investment reporting Coordination with estate planning

Estate Planning Strategy

Comprehensive estate planning advisory including charitable and family gifting, inheritance planning, and trust coordination.

Charitable and family gifting strategies Inheritance planning Trust and estate coordination Intergenerational wealth transfer

Commercial Real Estate Advisory

Advisory services for commercial real estate acquisition, disposal, and planning.

Acquisition advisory Disposition planning Portfolio strategy

Private Equity Evaluation

Evaluation and advisory services for private equity investments, including analysis of private company opportunities.

Private equity deal evaluation Due diligence support Portfolio allocation guidance

Retirement and 401(k) Planning

Guidance on employer options, RSUs, retirement plan investing, and alternative investments in retirement accounts.

Employer options and RSU planning Retirement plan investment selection Alternative investment guidance for retirement accounts

Credentials & Certifications

Chartered Financial Analyst (CFA)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is value investing and how does Cascade apply it? +

Value investing involves buying undervalued securities to earn above-average returns without undue risk. Cascade applies this philosophy across all markets—equities, international securities, bonds, and options—building portfolios security by security based on each client's risk tolerance and income needs.

Does Cascade use mutual funds or ETFs? +

Cascade rarely uses mutual funds or ETFs. They believe mutual funds don't know the individual client, can create tax surprises, carry high fees, and offer zero service. They are skilled at evaluating them if a client brings them in.

What is the Washington state estate tax exclusion amount as of 2025? +

Washington state's estate tax exclusion increased from $2.193 million to $3 million per estate, effective July 1, 2025, with future automatic adjustments for inflation.

What is the top Washington state estate tax rate for large estates? +

The top marginal estate tax rate in Washington state rose from 20% to 35% for taxable values above $9 million, making it the highest top state estate tax rate nationwide.

What are the redemption rules for US Treasury iBonds? +

iBonds cannot be redeemed before 12 months from purchase. If redeemed within five years, the last three months' interest is forfeited. Interest is credited monthly but paid at redemption. Electronic bonds are redeemed via TreasuryDirect; paper bonds can be cashed at most local banks or credit unions.

Can private equity be included in 401(k) plans? +

President Trump issued an executive order directing the Department of Labor to re-examine ERISA rules that have historically restricted alternative investments in 401(k) plans. The order seeks to expand safe-harbor provisions to allow plan sponsors to include private equity while maintaining fiduciary protections.

How does Cascade personalize investment service? +

Cascade's three portfolio managers each hold the CFA designation and have at least two decades of experience. They look at problems from multiple angles and rely on a network of professionals including accountants, commercial real estate experts, rental agents, wills and trusts attorneys, valuation experts, and home financing specialists.

What types of clients does Cascade serve? +

Cascade was founded to bring ultra-wealthy-level service and performance to any investor who values customized solutions and individual attention at reasonable fees. They serve investors across the wealth spectrum seeking value investing and personalized financial planning.