Accredited Members

Ramsay, Stattman, Vela & Price, Inc is a Registered Investment Advisor serving individual and institutional clients. The firm's mission is to preserve and grow our client's capital after inflation and taxes in accordance with the client's risk tolerance and investment objectives. The firm conducts its own investment research, and is not affiliated with any broker or dealer While clients may select the custodian of their choice, assets are always held at outside custodians, providing an additional layer of security. Our primary custodian is the leading provider of custodial, operational, and trading support for independent investment advisors with over $1.1 trillion of client assets Our singular focus is helping clients achieve their investment goals and objectives with a high level of client service Each client's portfolio is managed separately and the client works directly with the decision maker on his or her portfolio Solid long-term investment performance, with a particularly good record in preserving capital in down markets Utilize state of the art client reporting tools provided by one of the leading vendors of portfolio management software

Cascade Investment Group, based in Colorado Springs, CO, specializes in financial and tax planning, risk and portfolio management. Established in 1996, the firm is dedicated to providing client-focused investment advice free from conflicts of interest, with a team actively involved in managing client assets. Offering personalized investment advice and solutions, Cascade Investment Group does not adhere to required model portfolios or investment platforms. As fiduciary advisors, the firm prioritizes client interests, striving to make recommendations in the best interests of clients while disclosing all conflicts of interest.Generated from the website