Northwest Asset Management

Northwest Asset Management, established in July 2008, offers a wide range of investment advisory, planning, and consulting services tailored to clients' needs. The firm's investment management process includes defining goals, assessing risk, developing a strategy, implementing it, and monitoring progress. As fiduciaries, they act in clients' best interests, providing retirement planning, financial planning, and sub-advisory investment management services. The firm may select outside portfolio managers based on various factors, including past performance and investment philosophy. Northwest Asset Management sponsors the NWAM Choice Solutions Wrap Fee Program, where clients pay a specified fee for advisory services and transactions. The firm charges a fixed percentage of assets under management, transaction fees, or flat fees, with negotiable rates ranging up to 1.75% annually. They may receive economic benefits from broker-dealers for custody and brokerage services, potentially creating conflicts of interest. The firm does not charge performance-based fees and does not vote proxies for clients' securities. Northwest Asset Management does not compensate for client referrals and does not vote proxies for clients' securities. The firm does not solicit prepayment exceeding $1,200 six months in advance and has not been subject to a bankruptcy petition in the last ten years. Additionally, the firm received loans under the C.A.R.E.S. Act in 2020, which were subsequently forgiven. Clients are responsible for voting proxies for securities in their accounts, and the firm does not vote on their behalf.