The Financial Investment Holding Company of the Hargreaves-Medak Family

Dear Business Associate,

The Cascade Range Capital, LLC portfolio is a combination of financial investments in equities, equity ETF’s, externally managed SMA’s, internally managed SMA’s, closed end funds, fixed income investments, hedge funds and alternative investments in private debt and private real estate. Most of our investments are with major financial institutions as custodians with each having internal and external money managers. A portion of the portfolio is self-directed with whom we consider to be the best self-directed platforms available. We have included some details for informational purposes and idea generation.

Our Advisory Platform Relationships:

Private Bank
Equities – Internally Managed SMA’s
  • US Large Cap
    • Dividend Yield Strategy
    • ETF Sector Funds
    • Managed Active Core
    • CIO Large Cap Value Portfolio
    • Loomis Large Cap Growth
  • US All Cap
    • Equity Investment Corp All Cap Value
  • Global
    • Global Opportunities Portfolio
Fixed Income
  • US High Yield
    • Nuveen Preferred Strategy
Hedge Funds
  • Fixed Income Strategies
    • MacKay Municipal Opportunities Allocation Fund
    • MacKay Municipal US Infrastructure Opportunities Fund
Managed Real Estate
  • Blackstone Real Estate Income Trust (BREIT)
  • Starwood Real Estate Income Trust
Alternative Investments
  • PIMCO Flexible Credit Income Fund (PFLEX)
  • Owlrock Credit Fund
  • Blackstone Credit Fund (BCRED)
  • KKR Credit Opportunities Portfolio
Goldman Sachs
Investment Grade Fixed Income
  • GS Dynamic Municipal Income Fund
Other Fixed Income
  • GS High Yield Municipal Fund
  • GS Preferred and Hybrid Securities
US Equity
  • GS Large Cap Core Yield Enhancement (Covered Calls)
  • GS Cash Covered US Equity Yield Enhancement (Put Writing)
  • GS Buffered Yield Coupon Harvesting Large Cap Core
  • GS Real Estate Diversified Income Fund
  • GS Real Estate Securities (Income)
  • Palisade: Small Cap Core
  • GS Tax Advantaged Enhanced Dividend (S&P 500)
  • GS Master Limited Partnerships (Core)
  • Bahl & Gaynor: Equity Income
  • Diamond Hill: Large Cap Value
Non-US Equity
  • GS Non-US Yield Enhancement (Covered Calls)
Equity and ETF’s
  • 100% Equity and ETF’s with 2 strategies, Income and Tech emphasis growth
Externally Managed SMA
  • Marshfield Core Value Equity
Mutual Funds
  • Wasatch Microcap Investor
American Funds
  • Small Cap World Fund
  • Growth Fund of America
Private Bank
Alternative Investments
  • Private Debt
    • CION Ares Diversified Credit Fund
  • Global Hedge Funds
    • PIMCO Flexible Credit Income Fund

Our Self-Directed Platform Relationships:

TD Ameritrade
Fidelity Investments
Charles Schwab