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Northwest Criterion Asset Management, L.L.C.

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Client assets under management

$55,528,953

Clients

74

42% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

37

Low

Average account size

$750,391

About

Northwest Criterion provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non‑discretionary portfolio management, financial planning, and occasional project‑based consulting, governed by formal advisory and custodial agreements.

The firm follows a value‑oriented approach that combines quantitative screening with fundamental analysis to balance potential return against volatility when constructing portfolios. Investment allocations may include individual equities and fixed‑income securities, mutual funds, ETFs, and the selective use of options and margin in both short‑ and long‑term strategies.

A distinctive feature is that Northwest Criterion publishes a client newsletter several times a year and provides quarterly account reports as part of its client communications, a practice that is uncommon among peers. The firm’s advisory process also reflects leadership with advanced academic training in mathematics and statistics, which it applies through its quantitative screening before applying fundamental research.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Cash flow / budgeting

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Fee options

Fixed

Ranges from $1,000 to $10,000 depending on service scope

Percentage

$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: Negotiable

Project-based

Generally $350 per hour

Other

Account minimum: $100,000

Main office location

Northwest Criterion Asset Management, L.L.C.

114 Commons Way

Princeton NJ 08540, United States

Number of offices

1

Most active in

Illinois · New Jersey · New York · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael C

Series 66

Princeton, NJ

Northwest Criterion Asset Management, L.L.C.

Michael Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. in Princeton, NJ, holding a Series 66 designation with 22 years of industry experience. He has been with Northwest Criterion since 2004. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach that combines quantitative screening with fundamental analysis to manage portfolios tailored to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
user avatar

Charlotte C

Series 65

Princeton, NJ

Northwest Criterion Asset Management, L.L.C.

Charlotte Camp is a financial advisor at Northwest Criterion Asset Management, L.L.C. with one year of industry experience. She holds a Series 65 designation and has been with Northwest Criterion since 2022. Outside of her advisory role, she is involved with the Princeton Terrace Club. Northwest Criterion provides discretionary portfolio management primarily for individuals, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and corporate accounts. The firm employs a value-oriented investment approach using quantitative screening followed by fundamental analysis to select a range of securities, managing most accounts on a discretionary basis according to client objectives and risk tolerance.

Active portfolio management Options & derivatives strategies Cash flow / budgeting
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