Solutions, Value Investing & Personal Service

Cascade Investment Advisors was founded in 1997 to bring the service and performance typically reserved for the ultra-wealthy to any investor who values customized solutions and individual attention at reasonable fees.

06.18.24

Below is the step-by-step process to learn how to upload & download documents to & from ModestSpark: Once signed in to ModestSpark, you will be directed to your main Portfolio Summary, which may look similar to this: Using the navigation … Continue reading →

Marketline Spotlight

Our popular market comment – always a single page – gives you a quick snapshot of monthly market movements and our opinions about direction, valuations, and so forth.