Pittsburgh, PA Office

Northwest Asset Management serves individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans, charitable organizations, and other institutional clients. The firm offers customized investment management (discretionary and non‑discretionary), retirement and financial planning, consulting, tax preparation, and sub‑advisory/back‑office services through its RIA Innovations division.

Investment strategies are built around strategic asset allocation and Modern Portfolio Theory, using diversified ETFs, mutual funds, and, where appropriate, individual securities and fixed‑income instruments, with periodic rebalancing to target allocations. The firm acts as a fiduciary for retirement accounts, may engage outside portfolio managers, and supplements execution for certain fixed‑income trades by using electronic marketplaces such as Insperex.

Distinctive operational features include an affiliation with a state‑chartered National Fiduciary Trust, which creates referral arrangements and potential conflicts the firm discloses and says clients may decline; the firm also discloses platform arrangements (for example, Ethic/State Street fee‑waiver incentives) that may influence fund selection. Northwest’s provision of sub‑advisory and comprehensive back‑office services to other RIAs, plus in‑house tax preparation and prior sponsorship of a wrap program, further distinguish its service mix from many peers.