Welcome to Northwest Capital Management
Northwest Capital Management, Inc. (NWCM) is an investment advisor registered with the Securities and Exchange Commission. Our clients are retirement plan sponsors, institutional investors, charitable organizations and high-net worth individuals. For some, we act purely in a consulting capacity. For most clients, we act with full discretion, within the constraints of a clearly defined Statement of Investment Policy (or SIP, for short), in the management of their assets. Many of our clients are retirement plan sponsors. For these clients, we act in the capacity as an Investment Manager (as defined by ERISA) in order to alleviate the sponsor of much of its fiduciary liability.
An essential element of our advisory services is the creation of the SIP, a document that sets forth the authority given to us for asset management while establishing the benchmarks against which performance is measured. The process of creating the SIP requires that we come to know the Client's investment objectives and their expectation for performance.
We extensively employ technology to facilitate our communication with clients about the management of their portfolios. Updates regarding transactions and investment performance are posted daily. In addition, we send by mail quarterly performance reports.
We invite you to explore our website to learn more about our services and capabilities. Please feel free to contact us with your questions.
March 31, 2009
Market Commentary and Outlook
Right now, we all want a happy ending to what is certainly the most severe economic downturn since the Great Depression. One day, there will be an enthralling book or two written about the tale we all are living. But will there be a happy ending?
December 31, 2008
Market Commentary and Outlook
Investors need to be aware of the pattern of market movements in bear markets. Although the long-term trend of a market's movement might be up or down, there are intervening periods during which the markets move in the opposite direction of its trend. For instance...