Cascade Investment Advisors, Inc.

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Client assets under management

$360,420,745

Clients

177

35% high-net worth

Advisors

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,036,275

About

Cascade Investment Advisors is a registered investment adviser that manages portfolios for individual clients across a wide age range, including some U.S. residents who live abroad. The firm provides discretionary and non‑discretionary portfolio management and establishes a written investment policy statement for each client; it does not provide financial planning or sell investment products.

Investment decisions follow a value‑oriented approach grounded in company fundamentals, historical valuation relationships and macroeconomic trends, with an emphasis on managing to clients’ stated goals rather than chasing benchmark performance. The firm’s professional investment staff all hold the CFA charter and conduct daily monitoring together with formal annual account reviews against each client’s policy statement.

Distinctive features include a long operating history (established in 1997) and a relatively compact professional team with firmwide CFA coverage, along with disclosure that principals own interests in certain real‑estate partnerships that may be advised to clients, a potential conflict the firm discloses. The firm typically recommends a major custodian, uses block trading and annually tests brokers for best execution, and states it receives research/trading services from its custodian while not participating in formal soft‑dollar arrangements.

Client services

Portfolio management

Expertise

Active portfolio management Wealth management

Fee options

Fixed

One-time administrative charge of $300 for account re-papering

Percentage

Under $1 million (household accounts) - $1,000,000: 0.95% of assets $500,000 - $1,000,000 with over 5 years with firm: 0.90% of assets $1,000,000 - $2,000,000: 0.85% of assets $2,000,000 - $5,000,000: 0.70% of assets $5,000,000 and above+: Negotiable

Other

Account minimum: $200,000 for balanced accounts or $100,000 for equity accounts (minimum to avoid termination), but generally no set minimum Fee-only: Annual fees based on asset tiers as above; fees billed quarterly in arrears

Main office location

Cascade Investment Advisors, Inc.

503 High Street

Oregon City OR 97045, United States

Number of offices

Most active in

Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 503-417-1950

Advisors at this firm

Warren H

CFA®, Series 65

Oregon City, OR

Cascade Investment Advisors, Inc.

Warren Hastings is a CFA charterholder with 21 years of industry experience. He has been with Cascade Investment Advisors, Inc. since 2014. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals, historical valuations, and macroeconomic trends. Cascade Investment Advisors emphasizes managing to clients’ stated goals and maintains a compact team with firmwide CFA coverage.

Active portfolio management Wealth management

David S

CFA®

Oregon City, OR

Cascade Investment Advisors, Inc.

David Schue is a CFA® charterholder with two years of industry experience, currently serving at Cascade Investment Advisors, Inc., where he has worked since 2001. He is a co-owner of the Brooklyn Business Center in Portland, Oregon, an office building unrelated to investment activities. Cascade Investment Advisors manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach focused on company fundamentals and macroeconomic trends. The firm emphasizes adherence to clients’ stated goals and maintains a compact team with CFA credentials overseeing daily monitoring and annual reviews.

Active portfolio management Wealth management

Michelle R

CFA®, Series 63

Oregon City, OR

Cascade Investment Advisors, Inc.

Michelle Rand is a CFA® charterholder with 28 years of industry experience. She has been with Cascade Investment Advisors, Inc. since 1997. The firm manages portfolios for individual clients, including some U.S. residents living abroad, using a value-oriented investment approach based on company fundamentals and macroeconomic trends. Cascade maintains a compact team of professionals who all hold the CFA charter and provide ongoing portfolio monitoring and annual reviews aligned with clients’ investment policy statements.

Active portfolio management Wealth management

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