At Northwest Investment Counselors, we provide wealth management through customized asset allocation tailored to the specific needs of each investor. Our proprietary portfolios are created and managed to achieve four main objectives:
- Prudently grow wealth
- Appropriately apportion risk versus return
- Minimize expenses
- Maximize tax efficiency
As a client, you’ll see us use a number of strategies to accomplish these goals.
- Economies of scale – We purchase our bonds to deliver maximum efficiencies in the buying process where possible.
- Maximize long-term gains – Our low portfolio turnover strategy carefully controls the timing of our asset liquidation to maximize long-term gains, which are taxed at lower rates.
- Harvest capital losses where appropriate.
- Avoid “hot stocks” – Portfolio decisions are research-based to meet long-term goals. We look for specific criteria before adding stocks to our portfolios.
We offer personalized equity and fixed income portfolios. Your portfolio could include a combination of these investment vehicles, based on your unique needs.
Blue Chip Growth
This portfolio invests in established, market-leading companies to achieve long-term growth of capital.
Smaller Companies
This portfolio invests in smaller, rapidly growing enterprises in new and established sectors of the economy.
Equity Income
This portfolio invests in established companies that pay above-average dividend yields.
Intermediate Fixed Income
This is a low-risk bond portfolio designed to generate income and preserve principal.
Cash Reserves Plus
This is a very low-risk bond portfolio that seeks to outperform money market accounts while maintaining primary emphases on safety of principal and liquidity.
In most cases, we allocate some funds to the international and real estate sectors, if beneficial to your risk/reward profile. We do this through diversified exposure to each of these asset classes depending on our view of the sectors' value proposition at any given time.
