At Northwest Criterion Asset Management, LLC, we seek to help you grow your wealth and plan your family’s financial future. We will do this with a view focused on the long-term that stresses a rational, disciplined approach to constructing an investment portfolio that balances your return goals with your risk tolerance.
Northwest Criterion is an independent, registered investment advisory firm based in Princeton, New Jersey. Our two principals, Michael Camp and Joseph Hunt, founded Northwest Criterion in 2003 after successful careers dealing with sophisticated institutional clients on Wall Street. Northwest Criterion uses a rational, analytical, and disciplined approach together with a market sense based on years of experience to structure investment portfolios that meet your needs. As a high-net worth client, you should expect tailored solutions and professional treatment from your investment advisor. Northwest Criterion Asset Management will deliver on those expectations. While we are primarily focused on managing client portfolios, we are also able to help clients achieve other long-range financial goals. We can offer guidance on financial planning topics that include retirement and insurance planning, college funding, and charitable giving programs.
We will review other financial planning issues. These may include funding college, planning for retirement, selecting insurance products, and reviewing your 401(k). We offer these services at no charge to clients and their families.
We take a systematic and analytical approach to selecting sound, long-term investments for our clients. Based on our experience, we also take great care to manage the risk in your portfolio to a level acceptable to you.
We will review other financial planning issues such as funding college, retirement planning, selecting insurance products, and reviewing your 401(k). We offer these services at no charge to clients and their families.
We work with clients to analyze and evaluate other investments they may have. We want you to be able to see all your investments as a coherent whole.
As a full-service establishment, Northwest Criterion Asset Management, LLC can assist you in a variety of ways.
We take a systematic and analytical approach to selecting the investments held in client accounts paying particular attention to the risk, as well as the returns, of client portfolios.
Insurance can be a large and sometimes confusing investment. We will help you identify your needs and the costs of potential benefits.
We will work with you to design a portfolio and develop a financial plan that will help you provide the type of future you’ve envisioned.
Your wealth includes more than just your investment portfolio. We will review how well all your assets (real estate, pensions, insurance, 401(k), etc.) work as an integrated portfolio.
College can be one of life’s largest potential expenses. We will work with you to develop and execute a disciplined plan to prepare for your children’s educations.
We are anxious to hear from you to try to help you understand and analyze any of the many financial uncertainties life presents.