A complete list of active advisors currently associated with Catalyst Financial NW Corporation

Warmer can help you find a great advisor at Catalyst Financial NW Corporation or one who fits your needs even better.

Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and incidental financial planning to individuals (including high-net-worth and non‑HNW clients), as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm also offers pension consulting and participant education services and is licensed as an insurance agency whose associated persons may sell insurance products. The firm primarily constructs portfolios using no-load mutual funds with a focus on long‑term purchases and quantitative and qualitative assessment of managers, tailoring allocations to each client’s objectives, risk tolerance, and suitability information. Catalyst reports approximately $233 million in assets under management (about $206 million discretionary) and monitors accounts on an ongoing basis with monthly internal reviews and custodian statements. What distinguishes Catalyst from many peers is its very high client-to-advisor ratio: the brochure lists 1,054 clients served by two advisors, a level that is uncommon among supported firms and may correspond with a more standardized, mutual‑fund‑centric delivery model and operational reliance on custodial reporting. The firm also discloses the potential conflict of interest from its insurance agency activities (commissionable insurance sales in addition to advisory fees), which clients should consider when evaluating its recommendations.

To learn more about the advisors currently working at Catalyst Financial NW Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.