Cascades Capital Asset Management, LLC is an independently owned firm focused on delivering tailored investment counsel and services to individuals, families, trusts and small businesses. We work closely with you or as part of your team of advisors to provide comprehensive wealth management solutions.
We believe that the advances in technology have flattened the investment management space. As an independent firm, we take advantage of the technology to remove significant cost layers of the large investment firms. By combining our collective investment experience, utilizing investment tools, and making key business alliances, we provide a high value proposition in investments that is rare in today’s marketplace.
Cascades Capital offers quality personalized advice and an incredibly broad array of investment solutions at significant cost efficiency.
Cascades Capital Asset Management, LLC is a regional investment advisor registered with the SEC. As such, we are required to prepare a Firm Brochure & Supplement, also know as a Form ADV, Part 2a and 2b, which provides additional information about the firm, our business practices, and the qualifications of our investment professionals. Additionally our Part 3 Relationship Summary is also provided below.
Please Find our Firm’s Form ADV Brochure Part 2A and 2B and Part 3 Customer Relationship Summary (CRS) Filing below:
