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Investment Philosophy

Our investment philosophy is straightforward to explain but difficult to execute.  Based on the timeless principles espoused by value investor Benjamin Graham, the core of our strategy focuses on selecting managers who buy good companies at bargain prices.  Discipline and a long-term perspective are key ingredients for success with this approach, and our professionals are equipped to steadfastly walk with our clients through the inevitable twists and turns of the market.

Disclosure

NorthWest Financial Services, Inc. is a Registered Investment Advisory Firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a "Notice Filing" with the states of Arizona, California, Georgia, Indiana, Nebraska, Ohio and Texas. NorthWest Financial Services, Inc. may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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