Securities Management for Oil & Gas Investors

Cascade is familiar with the significant issues associated with the Oil & Gas industry due to our large client base among the more than 700 Oil & Gas related companies in the Denver Metro area. We have clients in firms that range from independent producers, geologists, landmen, and petroleum engineers to drilling, service, supply, and midstream companies. We have provided the following services for Oil & Gas entrepreneurs:

• Tailored accumulation strategy with unsteady flow of income.
• Increased access to assets to shift between private investments and securities.
• Coordination with estate planning attorneys on estate freeze opportunities unique to Oil & Gas entrepreneurs.
• Solutions to extreme valuation changes in holdings.
• Special depository accounts for holding capital for future ventures.
• Coordinate an enhanced, tax efficient portfolio with a tax advisor to take advantage of depletion allowances.
• Customize tax reporting for filing in conjunction with K1 income.
• Conduit for access to capital markets.

Many of our Oil & Gas clients work for larger energy concerns, public or private, and encounter additional complexities such as:

• Monetizing restricted securities and non-restricted for diversification purposes.
• Controlling portfolio design to restrict overweight in energy stocks or overweight when opportunity arises.
• Coordination of investments outside our custody.

We are proud to be part of Denver's vibrant Oil & Gas history and help professionals create an investment management program according to the intricacies of a volatile and rewarding industry. We address characteristic industry fluctuations with innovative techniques and an understanding of energy related business cycles.