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 06/30/21. The fund's latest filing disclosed 362MM in positions, representing 139% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/21. The fund's latest filing disclosed 362MM in positions, representing 139% of the manager's regulatory AUM.
NORTHWEST INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTHWEST INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHF | 7.3% | ETF | 1.32% | -0.35% | 0 | 0% | ||
| MSFT | 5.93% | Tech | 13.96% | 0.36% | 0 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
NORTHWEST INVESTMENT Portfolio Concentration
NORTHWEST INVESTMENT Location
5885 MEADOWS ROAD, SUITE 860
LAKE OSWEGO, Oregon
UNITED STATES, 97035
LAKE OSWEGO, Oregon
UNITED STATES, 97035
NORTHWEST INVESTMENT Contact Information
Phone Number: 800-685-7884
Fax Number: 503-905-2995
Website: http://www.nwic.net
Fax Number: 503-905-2995
Website: http://www.nwic.net
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