Our sole function is to provide independent investment advice to our clients. We are not affiliated with banks, brokers, dealers or other financial institutions and are able to serve our clients free from undue influence.
We believe through knowing our customers that we can provide sound investment management advice. Through individual consultation we work with our clients to develop adaptable investment management solutions that are designed to meet their needs at an appropriate risk level and evolve as their lives change. We believe that continuous consultation with our clients is maintaining and aligning investment decisions with their needs.
For individual investors, we believe that the incorporation of tax considerations and family wealth planning into the decision-making process is appropriate. We engage in ongoing discussion of these topics in order to orient investment portfolios to best meet individual client goals.
Cascades Capital utilizes a fee-only investment structure with a maximum advisor fee of 1.00%. This provides our trusting clients with a cost effective investment vehicle and removes the conflict of interest that is somewhat inherent in commission based products.
Schwab Institutional serves as custodian for the client accounts managed by Cascades Capital. Access to your internet account can be established here. The Schwab Signature Alliance Client Support Team number is 800.515.2157.