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Cascade Investment Compliance & Verification

Cascade Investment Compliance & Verification is passionate about connecting people to best practices.  Whether you need practical solutions for the SEC Marketing Rule or the Global Investment Performance Standards (GIPS®), we want to help.  Our team has decades of experience, and we are passionate about providing exceptional client service, promoting industry best practices, and offering expert guidance and education to our clients.

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Our Services

Whether your firm is ready to claim GIPS compliance for the first time or is looking for a new independent verification partner, we offer a variety of services to help you reach your goals.

We would not have won our most recent institutional business without the team at Cascade. The return on investment is high!

~ Jennifer, Concord, New Hampshire

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GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.