Northwest Investment Counselors is pleased to share that we have been named one of the Portland Business Journal’s top 25 money management firms for its 2015 Wealth Management and Financial Services Guide publication.* “We are pleased to have been honored by the Portland Business Journal,” said Mark Scarlett, Principal and Co-founder of Northwest. “I want to thank our clients for the trust they have placed in us and the hard work and dedication of our employees. As a result, we have grown by over $150 million in the last 10 years, ” he added.
Founded in 1998, Northwest manages over $260 million for families and foundations, primarily in individual stocks and fixed income securities. Our financial guidance can be summed up by three key attributes that make Northwest’s wealth management distinct and valuable. We put our clients’ needs first rather than products or quotas. Our wealth management team draws upon a wide breadth of experience, education, and credentials to develop portfolios that fit the unique needs of our clients. And the in-house and rigorous nature of our investment process, which has produced tax-efficient investment results with below average volatility, is directed by a team of portfolio managers, all of whom have earned the Chartered Financial Analyst (CFA) designation.**
* The list was created by totaling the assets under management for Oregon and Clark County, Washington clients as of the second quarter of 2015. See Portland Business Journal.
**To learn more about the CFA charter, visit CFA Institute.