Updated November 21, 2023
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Cairn Investment Group

Investment Advisor Firm
Total assets under management$291M
Years in business17+

About Cairn Investment Group

Cairn Investment Group is an independent registered investment advisor (RIA) based in Vancouver, Washington. With a focus on providing personalized attention to its investors, Cairn prides itself on working closely with each individual to manage their portfolio based on their unique needs and goals.

Whether someone has sold a business, retired, or is building their wealth, Cairn is dedicated to helping them along their financial journey. They believe that everyone has their own story and recognize that lives change, which in turn affects financial goals and investments.

The idea for Cairn Investment Group was born in 2006 when Jim Parr and Tim Mosier worked as a team within a large international brokerage firm. Inspired by the desire to recapture the unique culture and Northwest focus found in smaller firms, they decided to strike out independently. Opening its doors on July 27, 2007, Cairn aimed to replicate the small, local firm environment and quality investment ideas Jim had experienced at Charter Investment Group, founded by his father in 1971.

Over the years, Cairn Investment Group has continued to evolve and grow. Patrick Mason joined the team in 2015 as the leader of the research department, expanding Cairn's capabilities and focus. With its roots in a smaller firm environment and a focus on meeting individual needs throughout various stages of life, Cairn offers a unique approach to financial advisory services.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Wealth Management

More about Cairn Investment Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1436014

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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