ÿþ<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <title>Northwest Investment Counselors LLC : Lake Oswego, Oregon : Financial Planning</title> <meta name="description" content=""/> <meta name="keywords" content=""/> <link rel="stylesheet" href="/css/main.css" type="text/css"/> <script src="js/pageSetup.js" type="text/javascript"></script> </head> <body class="aboutUs"> <div id="headernew"> <a href="index.php"><img id="headerLogo" src="img/header_logo.gif" alt="Northwest Investment Counselors LLC"/></a> <ul id="newHeaderMenu"> <li class="about"> <a href="aboutUs.php" title="Learn more about Northwest Investment Counselors LLC including who we are, who we serve and what accomplishments we've acheived.">About Us</a> </li> <li class="financial"> <a href="financialPlanning.php" title="">Financial Planning</a> </li> <li class="retirement"> <a href="retirement.php" title="See how Northwest Investment Counselors LLC can help you prepare for retirement.">Retirement</a> </li> <li class="portfolios"> <a href="portfolios.php" title="See how Northwest Investment Counselors LLC can provide you with superior wealth management through customized asset allocation.">Portfolios</a> </li> <li class="blog"> <a href="/blog" title="Blog">Blog</a> </li> <li class="contact"> <a href="contact.php" title="Contact Northwest Investment Counselors LLC">Contact</a> </li> </ul> </div> <div id="contentArea" class="clearfix"> <table> <tr> <td class="col1"> <img id="quote" src="img/aboutUs_quote.gif" alt="Our clients remain our clients because they know we are a company they can trust."/> <img id="sidebar" src="img/aboutUs_sidebar.jpg" alt=""/> </td> <td id="contentBox"> <div class="contentSection"> <h1><img src="img/flag_whoWeAre.gif" alt="Who We Are"/></h1> <a class="sectionLink" href="meetTheTeam.php" title="">Meet the Team</a> <p> We are an independent investment advisor dedicated to designing and implementing individualized financial plans that allow our clients to live well and retire better.<br/> <br/> Our portfolio managers are dedicated to managing investments to offer individualized financial planning, customized asset allocation and diversified portfolios. As an independent, non-commissioned firm, we don&rsquo;t charge trading fees, and we&rsquo;re not affiliated with any mutual fund company or financial institution. This means our clients&rsquo; portfolios are objectively composed of only the assets that will best meet their circumstances, objectives and needs. </p> </div> <h1><img src="img/flag_whoWeServe.gif" alt="Who We Serve"/></h1> <p> Our clients are individuals and families as well as foundations, endowments and corporate retirement plans. They choose to work with an investment team with the skill, knowledge and experience to help them achieve their goals and objectives. </p> <h1><img src="img/flag_feathersInOurCap.gif" alt="Feathers In Our Cap"/></h1> <p> NWIC has over $200 million in assets under management. <br/> <br/> Articles to note:<br/> <br/> <strong>On Wall Street</strong><br/> &ndash; Full Article <a href="pdf/onWallStreet_article.pdf" target="_blank">PDF</a> | <a href="http://www.onwallstreet.com/article.cfm?articleId=3368" target="_blank">Online</a><br/> &ndash; <a href="pdf/portfolio_rankings.pdf" target="_blank">Portfolio Rankings</a><br/> <br/> <strong>Bank Investment Consultant</strong> &mdash; <a href="pdf/bankInvestmentConsultant.pdf" target="_blank">July 2006</a> </p> <h1><img src="img/flag_ourPromiseToYou.gif" alt="Our Promise To You"/></h1> <p> Every good relationship has a foundation in communication. That&rsquo;s why we go out of our way to make sure you&rsquo;ll be well informed every step of the way. Face to face meetings, e-mail and phone updates as well as a general philosophy of openness and approachability are all part of our commitment to every client. <h1><img src="img/flag_howWeDoIt.gif" alt="How We Do It"/></h1> <p> We have the proven acumen to create portfolios that deliver solid performance. And the real secret of our success lies in our ability to understand each client. After all, successful investing is relative to each individual. At Northwest Investment Counselors, our service at the beginning, middle and end revolve around the "I" of every client: "What do I need?" "What do I want to get from this?" "How much risk can I take?" Because in the end, our expertise, talent and insight into the financial markets means nothing if a client can't honestly say, "I'm better off having worked with them." </p> </td> </tr> </table> </div> <div id="footerBox" class="clearfix"> <img id="tagline" src="img/footer_tagline.gif" alt="Individual Plans for the Individual Investor"/> <div id="newCopyrightBox"> <div id="disclaimer">&copy;2011 Northwest Investement Counselors. Northwest Investment Counselors, LLC is registered with the United States Securities and Exchange Commission ("SEC") as an investment adviser under the Investment Advisers Act of 1940, as amended. Northwest only transacts business in states where properly registered, or excluded or exempted from registration requirements. Not all investments discussed or referred to on this website will be suitable or profitable for a client's investment portfolio. Investments carry no guarantee. You may lose money. All information contained herein is for informational purposes only, should not be construed as investment advice, and does not constitute an offer, solicitation or recommendation to purchase any security or investment advisory service.</div> </div><img src="/img/fivestarlogo.png" alt="Five Star" width="143" height="85" class="fivestar"/> </div> <!-- This site hand crafted by paraDIMES LLC --> </body> </html>