Investment Advisory Services

NWM offers investment advisory services to individuals and companies through various non-affiliated investment advisors (third party money managers).

Through personal discussions, about your goals, objectives, time horizon, tax situation, financial needs and risk tolerance, an appropriate asset allocation strategy is developed. Once an appropriate third-party money manager is selected, an investment policy statement is prepared to reflect the asset allocation strategy. We are available to meet with you on a regular basis or on intervals determined by you for the purpose of reviewing the third-party money manager’s performance, investment strategy, and your goals.