Northwest Asset Management

Northwest Asset Management is a registered investment adviser that manages roughly $3.6 billion for nearly 3,000 clients, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities and corporations. The firm provides investment management, retirement and financial planning, ERISA/401(k) consulting, tax preparation, and consulting services, and also offers a wrap program and sub‑advisory arrangements.

The firm emphasizes a customized, fiduciary approach that typically follows Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to construct diversified portfolios and periodic rebalancing to target allocations. Northwest discloses that it selects outside managers when appropriate, provides ongoing monitoring, and acts as a fiduciary for retirement accounts under ERISA and the Internal Revenue Code.

Northwest operates an RIA Innovations division that provides back‑office, technology, compliance, bookkeeping and non‑discretionary asset management services to other RIAs and affiliated businesses, a service mix that is less common among multi‑team firms. The brochure also discloses potential conflicts uncommon for peers — several associated persons are registered representatives of a broker‑dealer and licensed insurance agents, and the firm has a platform relationship with Ethic/State Street that can create fee‑waiver incentives; Northwest describes due diligence and mitigation measures for these arrangements.