Message From Our Founders

Founded in 1998, we are independent from the influence of any mutual fund company or brokerage firm. Our independence is crucial to the in-house and rigorous nature of our investment process, which has produced tax-efficient investment results with below average volatility. We use our independent investment process to construct portfolios of individual bonds and stocks in order to lower your costs, maximize return, and control risk. We do not receive any commissions or trading fees and we are 100% employee owned.

Here at Northwest, the beginning, middle and end revolves around the “I” of every client. Because after all, our advice, talent, and insight in the financial markets means nothing if you can’t honestly say, “I’m better off having worked with them.”

Mark E. Scarlett, CFA, Matthew J.N. Roehr, CFA