September 24, 2016 10:22 PM ET

Capital Markets

Company Overview of Cascades Trust - Aquila Tax-Free Trust of Oregon

Company Overview

Cascades Trust - Aquila Tax-Free Trust of Oregon is an open-ended fixed income mutual fund launched and managed by Aquila Investment Management LLC. The fund is co-managed by Davidson Fixed Income Management, Inc. It invests in the fixed income markets of the United States. The fund invests in tax-free investment grade municipal obligations issued by the state of Oregon, its counties and various other local authorities and rated as BBB- and above by S&P or Fitch and Baa3 and above by Moody’s. It invests in securities of any maturity. The fund benchmarks the performance of its portfolio against the Barclays Capital Quality Intermediate Municipal Bond Index. It was formerly known as Tax-Free T...

120 West 45th Street

Suite 3600

New York, NY 10036-4041

United States

Founded in 1985

Phone:

212-697-6666

Fax:

212-687-5373

Key Executives for Cascades Trust - Aquila Tax-Free Trust of Oregon

Vice Chair and President
Age: 58
Chief Financial Officer and Treasurer
Age: 60
Executive Vice President and Secretary
Age: 59
Senior Vice President
Age: 61
Senior Vice President
Age: 57
Compensation as of Fiscal Year 2016.

Cascades Trust - Aquila Tax-Free Trust of Oregon Key Developments

Cascades Trust - Aquila Tax-Free Trust of Oregon, Special/Extraordinary Shareholders Meeting, Jun 06, 2016

Cascades Trust - Aquila Tax-Free Trust of Oregon, Special/Extraordinary Shareholders Meeting, Jun 06, 2016. Location: offices of Aquila Investment Management LLC 120 West 45th Street, Suite 3600 New York, NY United States

Cascades Trust - Aquila Tax-Free Trust of Oregon, Annual General Meeting, May 05, 2016

Cascades Trust - Aquila Tax-Free Trust of Oregon, Annual General Meeting, May 05, 2016, at 14:00 Pacific Daylight. Location: Oregon Convention Center, 777 N.E. Martin Luther King Jr. Blvd. Meeting Room E145-146 Portland Oregon United States Agenda: To consider election of Trustees of Trust; to consider ratification of the selection of Tait, Weller & Baker LLP as Trust's independent registered public accounting firm for the fiscal year ending March 31, 2017; and to act upon any other matters which may properly come before the Annual Meeting at the scheduled time and place or any adjourned or postponed meeting or meetings.

Cascades Trust - Aquila Tax-Free Trust of Oregon, Special/Extraordinary Shareholders Meeting, May 05, 2016

Cascades Trust - Aquila Tax-Free Trust of Oregon, Special/Extraordinary Shareholders Meeting, May 05, 2016, at 14:15 Pacific Daylight. Location: Oregon Convention Center, 777 N.E. Martin Luther King Jr. Blvd. Meeting Room E145-146 Portland Oregon United States Agenda: To adopt an amended and restated Declaration of Trust; to approve changes to Trust’s fundamental policies; and to act upon any other matters which may properly come before the special meeting at the scheduled time and place or any adjourned or postponed meeting or meetings.

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