The Northwest Blue Chip Growth portfolio is appropriate for clients looking for long-term growth of their investment capital by investing in a diversified portfolio of leading businesses. We favor businesses that have the potential to grow faster than the average company, have more attractive business fundamentals, and provide a margin of safety to the purchaser of the stock. Investors in this portfolio should have the long-term perspective to weather the normal volatility of the stock market. Our objective is to outperform the S&P 500 and the Russell Top 200 Growth over extended periods of time.

Investment Strategy: The Blue Chip Growth portfolios invest in approximately 30 quality growth companies, which we analyze from a bottom-up perspective using a disciplined analytical and valuation methodology. Our target holding period is at least five to seven years, selling when the fundamentals of the business change, a company becomes intrinsically overvalued, or a more compelling investment alternative arises. Our approach seeks to provide an all-weather, long-term investment portfolio for those clients who are not comfortable with one particular equity style or sector. We prudently manage risk while limiting tax consequences by focusing on high quality growth stocks purchased at reasonable prices with an emphasis on low portfolio turnover.