About Cascade Investment Group
Cascade Investment Group is a Financial Services company based in Colorado Springs (United States) founded in 1985, and was acquired by Eastern Colorado Bank in March 2020. Provider of investment wealth management services. The company has 9 employees. Cascade Investment Group offers products and services including Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management. Its focus areas include Asset Management and Diversified. Its legal entity is CASCADE INVESTMENT GROUP, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Cascade Investment Group, established in 1985, excels in offering financial products and advice, managing assets, and diversified. Provider of investment wealth management services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters Colorado Springs, United States
- Employees 9
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ciginc.net
- Social LinkedIn
- Acquired by Eastern Colorado Bank (Mar 2020)
- Legal Name Cascade Investment Group, Inc.
- Investors
- Employee Count9
- Acquired byEastern Colorado Bank
(Mar 2020)
Products & Services of Cascade Investment Group
Cascade Investment Group offers a comprehensive portfolio of products and services, including Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management.
Personalized management of client assets and investments
Custom recommendations for investment strategies
Strategic planning for personal and retirement finances
Guidance on retirement savings and social security
Specialized services for nonprofit organizations
Investors in Cascade Investment Group
Cascade Investment Group has secured backing from 1 investor. Prominent investors backing the company include Eastern Colorado Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Operates as a commercial bank providing deposit accounts, loans, and payment services to individual and business customers. | 1944 | yourfriendlybank.com | Cheyenne Wells, United States |
Investor details for Cascade Investment Group
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People of Cascade Investment Group
7 people are tracked at Cascade Investment Group (4 in leadership, 3 in team); the tracked headcount is 9.
| Name | Role | Group |
|---|---|---|
Kenneth M. Beach | Co-Founder & Managing Director | Leadership |
Fermin Padilla | Vice President, Investments | Leadership |
Theresa Brock | Vice President, Investments | Leadership |
Thomas Kok | Senior Investment Director | Leadership |
Scott Rethi | Registered Sales Associate & Marketing Coordinator | Team |
Nathaniel Utter | Office Assistant & Sales Associate | Team |
Dana M. Capozzella | Compliance Officer/operations Manager | Team |
Complete people profiles for Cascade Investment Group
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Timeline of Cascade Investment Group
2 dated milestones of Cascade Investment Group across 35 years, from founding to its latest funding, stage changes and deals.
- Founded Cascade Investment Group is founded.
- Exit Acquired by Eastern Colorado Bank.
Competitors of Cascade Investment Group
Cascade Investment Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Cascade Investment Group
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Web traffic of Cascade Investment Group
The website of Cascade Investment Group (ciginc.net) receives about 2.5K visits a month.
- Monthly visits2.5K
▲ 38.2% vs previous month
Websites whose visitors overlap most with Cascade Investment Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
investing.businessweek.com | investing.businessweek.com | 100% | – | ||
valueinvestingnews.com | valueinvestingnews.com | 74% | – | ||
| mstrategic.com | 73% | View details | |||
| invmetrics.com | 73% | 4.3K | #3,100,384 | View details | |
| andsimple.co | 70% | 102.3K | #374,128 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Cascade Investment Group
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Top companies in Asset Management
3 companies that operate in the same segment as Cascade Investment Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Cascade Investment Group
Complete news archive for Cascade Investment Group
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Frequently Asked Questions about Cascade Investment Group
Cascade Investment Group was founded in 1985.
Cascade Investment Group is headquartered in Colorado Springs, United States. It is registered at Colorado Springs, Colorado, United States.
Cascade Investment Group has 9 employees.
Cascade Investment Group, established in 1985, excels in offering financial products and advice, managing assets, and diversified. Provider of investment wealth management services. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.
Cascade Investment Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Cascade Investment Group offers Wealth Management, Investment Advice, Financial Planning, Retirement Planning, and Nonprofit Asset Management.
Cascade Investment Group has 1 investor. Key investors include Eastern Colorado Bank.
Cascade Investment Group operates through Cascade Investment Group, Inc..
Yes. Cascade Investment Group was acquired by Eastern Colorado Bank in March 2020.