Business Description

Private Investment Management for High Net Worth Families. Comprehensive. Fee-Only.

When you are ready for professional investment management, call Cascadia Investment Consultants. Cascadia?s comprehensive investment services provide a welcome relief to today?s successful individuals and their families. Our clients are our top priority, and we never stop looking for opportunities to promote their best interests.

Cascadia is committed to capital preservation, long-term performance, and ethical responsibility. We do not subject our clients to unneeded risks. Importantly, fee-only advisors are recommended by the leading consumer advocates. As a fee-only advisor, Cascadia is free from the conflicts of interest that may bias commission-based brokers, planners, and advisors.

"The Choice of Those Who Know the Difference."

General Information

Gender:

Male

Years of Experience in Financial Services:

Education

Academic Background

Bachelor of Science degree - Virginia Tech.

Associate of Arts degree - Brevard College, North Carolina

Services

Investment Types:

International Investments, Bond Mutual Funds, Stocks Mutual Funds, Options, Bonds, Other, Stocks, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Chartered Financial Analyst, Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compensation & Fees

Fee % Based on Assets:

Additional Details on Charges:

Cascadia's annual fee is 0.90 percent (0.225 percent quarterly) for the first $500,000 under management, then 0.75 percent for the second $500,000 under management. Fees on balances over $1 million are negotiable.

Retirement and financial planning are vital ingredients of Cascadia?s investment management services. In most cases, planning is not provided separately from management.

Prepared By:

Wayne Michael Lottinville