A complete list of active advisors currently associated with Interwest Investment Advisors, Inc
Warmer can help you find a great advisor at Interwest Investment Advisors, Inc or one who fits your needs even better.
Interwest Investment Advisors, Inc. is a small, supported advisory firm that manages roughly $60 million for several hundred individual and high-net-worth clients and provides services to retirement plans. The firm offers discretionary asset management, comprehensive and hourly financial planning, and limited-scope ERISA 3(21) retirement-plan consulting. Portfolios are constructed and monitored based on each client’s objectives, time horizon and risk tolerance, with periodic reviews and the option to impose investment restrictions. The firm also uses a co-advisor arrangement to deliver model portfolios and reporting for some client accounts, and it provides plan education, investment policy assistance, and ongoing monitoring for qualified retirement plans. Noteworthy features disclosed in the brochure include a formal affiliation and fee‑sharing/co-advisor relationship with a third‑party registered investment adviser that provides model portfolios and incentive payments, and a principal who maintains an active insurance practice and estate‑services role (disclosed conflicts and mitigation procedures are described). The firm also discloses a past legal settlement arising from a beneficiary‑change dispute (no regulatory action) and makes those events and its affiliations part of its client disclosures.
To learn more about the advisors currently working at Interwest Investment Advisors, Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Boise, ID
| 8
| |
Boise, ID
| 27
|
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