Investments
Investment Management
Globally diversified portfolios built on three pillars: low costs, evidence-based factor tilts, and ruthless tax efficiency — managed by Cascade's Investment Policy Committee since 2009.
Practice lead
Elena Park, CFA
Practice scale
$11.4B managed
Minimum
All clients
What's included
The scope of work.
Custom Investment Policy Statement (IPS) for every household
Global equity, fixed income, real assets, and private allocations
Daily monitoring with annual rebalancing review
Asset location across taxable, IRA, and Roth accounts
Tax-loss harvesting at the lot level
Direct indexing for households above $2M in taxable accounts
Private credit, real estate, and venture for qualified clients
Quarterly performance reporting net of all fees and taxes
How we work
The Cascade approach.
Investment Policy Committee
Six senior investment professionals meet weekly to review allocations, manager performance, and capital market assumptions.
Manager due diligence
Priya Shah's team screens 400+ public and private managers annually. Most don't pass our cost, transparency, and process screens.
Tax-aware everything
Every trade is screened for short-term gains, wash sales, and asset-location optimization before execution.
Custody at Schwab and Fidelity
Your assets are held at Schwab Institutional or Fidelity — never at Cascade. We have discretion to trade, never to move money.