Northwest Criterion Asset Management, L.L.C.

Northwest Criterion provides discretionary portfolio management primarily for individuals, including high‑net‑worth clients, as well as trusts, pension and profit‑sharing plans and corporate accounts. The firm also offers financial planning and limited consulting services alongside its investment management offerings.

The firm follows a value‑oriented investment approach that balances expected return against volatility, employing a quantitative screening process followed by fundamental analysis to select individual equities, fixed income, mutual funds, ETFs and, at times, options or margin positions. Most accounts are managed on a discretionary basis, with portfolio construction guided by client objectives, risk tolerance and any account‑specific restrictions.

Notably, the firm operates a small advisory team overseeing roughly $80.5 million across about 80 client accounts and publishes a multi‑issue client newsletter several times a year — a client communication practice that is uncommon among similar firms. The brochure also discloses a third‑party referral arrangement and highlights the principal’s advanced academic background in mathematics and statistics as part of the firm’s investment process.