Investment Services

Cascade Bank offers investment services to our customers directly through SelectInvesting (a division of Stockcross Financial Services, Inc.).

With this service you have convenient access to your account information:

• Online access to your account, plus the ability to actually trade online
• Touchtone phone access to your account information
• In-person service, over the phone, with qualified investment representatives

Contact a branch manager for more information or call SelectInvesting directly at 800-622-5484 and ask to speak to Bill Thoma. Don't forget to tell Bill that you are a Cascade Bank customer.

Eight questions to consider when planning an investment strategy that's right for your needs:

1. How much money will you invest?
2. What are your investment objectives?
3. How long do you plan to leave the money invested?
4. Is there a specific event you have in mind for this money? If so, when is it?
5. Do you have liquid assets equal to six to nine months in case of emergencies?
6. Can you define your comfort level for risk? (high, medium, low)
7. What are your other investments?
8. Are your investments already diversified?

Brokerage services through SelectInvesting Member NYSE and other Principal Exchanges, NASD/SIPC

Calculators