Choosing a partner for the stewardship of your capital is serious business. Beyond stocks and bonds or money management programs, the advisor you choose to work with is arguably the most important investment decision you will make.

It is important to know that all investment advisors have several biases in the managing of family capital. It would be appropriate here for us to list some of ours.

We manage for results after tax. How much you make with your investments is less important than how much you keep.

We believe there is no such thing as "the market." There are, in fact, several markets as well as investments that do not trade on markets. Proper diversification means selecting several, yet particular, markets to increase the possibility for superior returns.

Managing risk is more important than managing investments. Ultimately, superior results are generated by investors who understand this principal. Risk management is at the core of what we do.

We believe in ongoing cost containment. Fees, commissions, and hidden expenses put a drag on portfolio performance. Many of our clients enjoy institutional type pricing. This means less money is wasted on expenses that typically plague the retail investment marketplace.

We reject that there are predetermined asset management solutions. We believe brokers or advisors who tout their company's capabilities and investment programs are representing their company, not their client. It is the culture of the advisors at Cascade to serve as advocates for our clients and design a truly custom solution. Unique and optimal.

Clear, frequent, and relevant client communication is the most important aspect of modern money management. The importance of contact, education, and ongoing understanding between the advisor and the client cannot be overstated. Cascade is a leader in cultivating a culture of exceptional communication and managing expectations.

Our typical client is looking for a partner who will sit on the same side of the table, with specialized knowledge and access, guide, educate, and serve as a sounding board for ideas, concerns and above all else, serve as the trusted advisor that now seems so elusive.

We hope you will explore what we have to offer.