Address : 90 S Cascade Ave, Colorado Springs, Colorado 80903, United States
Phone Number : +1 719-632-0818
Industries : Financial Services, Investment Management
Website : ciginc.net
Company Description
We are investment professionals, with over 100 years of combined investment experience, who have established an investment firm that puts the interests of the client and investment manager on the same side of the table. When asked to define our basic philosophy, the following statement best describes what we believe:An investment portfolio is as individual as every client is. It should be designed to compliment the client's particular needs and objectives, whatever they may be. Criteria for safety of principal, current income, growth of capital, and total return should be what directs and controls the management of all investment assets.
Specialities
- Investment Management
- Special Needs
- Financial Services
- Retirement Plans
- Nonprofits
- Nonprofit Organization Management
Financial
Employees Total : 10
Revenue (Yearly) : 13.2M
Miscellaneous
Founded in : 1994
Linkedin : cascade-investment-group
Angellist : angel.co/cascade-investment
Email Marketing : Constant Contact
Email Providers : Outlook
Hosting : Google Cloud Hosting
Fonts : Google Font API
Tag Management : Google Tag Manager
CMS : WordPress.org
Last Updated : 2023-11-19
Employees
- Ken Beach ( Co-Founder and Managing Director )
- Janice Weiland ( investment advisor )
- Rob Wrubel ( President, CFP )
- Thomas Kok ( Senior Investment Director )
- Aliyah Monae ( Real Estate Broker )
- Dana Capozzella ( Chief Compliance Officer )
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