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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-07-2007
- Office Locations
- 2
Office Locations
About Cairn Investment Group
Cairn Investment Group is an investment advisory firm founded in 2007 by Jim Parr and Tim Mosier. It manages personalized portfolios and provides financial planning for investors navigating milestones such as business sales, retirement, or building wealth. The approach emphasizes asset allocation and is often implemented with ETFs alongside mutual funds and fixed income. Serves both retail and institutional clients; custody includes Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
TIMOTHY ALLEN MOSIER
Chief Compliance Officer, President
- CRD
- #4650900
- Ownership
- 50% but less than 75%
MARK PATRICK FARRELLY
DIRECTOR OF FINANCIAL PLANNING, Senior Advisor
- CRD
- #4457364
- Ownership
- 10% but less than 25%
Signal catalyst
Pioneer optima
- CRD
- #48318
- Ownership
- 30.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $355,535,477 | $459,348 |
| Non-Discretionary | $29,422,979 | $919,468 |
| Total | $384,958,456 | $477,616 |
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Separately Managed Accounts
Total SMA Asset: $384,958,456
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $504,391,925 | 6.0% |
| Public Funds | $2,202,511,405 | 26.2% |
| Cash | $1,454,330,050 | 17.3% |
| U.S. Government/Agency | $1,933,502,379 | 23.0% |
| Corporate - Investment Grade | $1,420,703,922 | 16.9% |
| Municipal Bonds | $891,092,400 | 10.6% |
| Total | $8,406,532,081 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER RADIAL VITAL | PATHWAY SIGNAL | Y4BVS38KF | DQXI | 5.37% | $60,184,069 |
| OAK SUMMIT CREST | FOCUS EMBER | OWZPQZ7P7 | YLCLZ | 6.95% | $37,059,395 |
| ATLAS VITAL | LEGACY OAK | 60Y1P5LC3 | MFL | 6.66% | $76,217,054 |
| ZENITH BRIDGE VERTEX | OAK FUSION | Q87GSVF9N | PKO | 10.80% | $21,305,544 |
| BEACON BEACON | RADIAL FRONTIER | 9GJAL71AY | ODP | 6.72% | $53,296,876 |
| CREST CAPITAL MATRIX | VERTEX RIDGE | 5QXWD7BXW | EAADS | 7.51% | $101,721,922 |
| EAGLE HORIZON FOUNDATION | CATALYST GLACIER | BY571P9XL | EIEQ | 11.33% | $3,185,533 |
| SIGNAL FOUNDATION | HORIZON EMBER | XO9P8N89Z | XHNAG | 3.69% | $42,107,083 |