As a registered investment adviser, Northwest Criterion is held to the fiduciary standard - our duty is to act in our clients' best interests. This is a higher standard than suitability, which applies to brokerage firms.
NWC is a fee-only independent registered investment adviser, acting as a fiduciary, and not affiliated with any particular broker/dealer. We think this is a great advantage to our client base since we are compensated only by the client. Our independent status also gives us the freedom to choose from an enormous array of investments. Our interests are aligned with yours.
Northwest Criterion's two principals have held senior management positions in large Wall Street firms and have faced a variety of market cycles in their careers. Together, they bring over fifty years of investment experience to managing client portfolios.
We will review your results with you on an ongoing basis. Consistent communication helps our clients understand their portfolio holdings, which develops trust and confidence.
Our principals are eager to address your concerns and questions. We make all the investment decisions ourselves, and encourage you to call us any time to discuss individual investments or market trends.
We invest primarily in exchange-listed stocks, mutual funds, and ETFs. After choosing your custodian firm you should be able to view your holdings and account value online at any time.
We have constructed a proprietary model to help with security selection and portfolio composition. Our proprietary model for stock selection provides an objective and disciplined framework as we make the investment choices for client portfolios.