NORTHWEST INVESTMENT Overview

Northwest Investment Counselors Llc is an investment advisor that manages 260.6 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 194MM in positions, representing 75% of the manager's regulatory AUM.

NORTHWEST INVESTMENT StockAlpha

-1.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHWEST INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHF 7.7% ETF -3.72% -0.41% 0 1%
GVI 7.14% ETF -2.26% -0.19% 1 1%
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FEATURED IN
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NORTHWEST INVESTMENT Founders and Key Employees

Name Title In Position Since
Mark E. Scarlett Member May-1998
Matthew J. Roehr Chief Compliance Officer May-1998
Michelle C. Garcia Wealth Manager November-2013

NORTHWEST INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

NORTHWEST INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our method of security analysis is fundamental. We gather research information from: financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.

Our single investment strategies (Blue Chip Growth, Equity Income, Smaller Companies, Intermediate Fixed Income, Cash Reserves Plus, and Municipal Fixed Income) and our Model Strategies (Conservative, Target Income, Moderate, Growth & Income and Growth) are implemented using long-term purchases (securities held at least a year), short term purchases (securities sold within a year), and margin transactions (only when requested by a client and incidental to any investment advice).

Our single investment strategies, Model Strategies, as well as the index and open...
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NORTHWEST INVESTMENT Portfolio Concentration

NORTHWEST INVESTMENT Location

5885 MEADOWS ROAD, SUITE 860
LAKE OSWEGO, Oregon
UNITED STATES, 97035

NORTHWEST INVESTMENT Contact Information

Phone Number: 800-685-7884
Fax Number: 503-905-2995
Website:

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