Northwest Criterion Asset Management

At Northwest Criterion Asset Management, LLC, we are dedicated to providing our clients with institutional-quality investment and financial planning advice tailored to their unique goals and circumstances. Our team of experienced professionals, led by Co-founders Michael Camp and Joseph Hunt, has a deep understanding of the financial markets and a passion for helping individuals and families achieve financial security.

Our Story

We were founded on the principle that every individual deserves access to high-quality investment and financial planning advice, regardless of their wealth or background. Our founders, Michael Camp and Joseph Hunt, bring over 50 years of combined experience in the financial industry, having worked at prestigious institutions such as Merrill Lynch, PaineWebber, and BNP Paribas. They saw an opportunity to create a firm that would provide personalized, unbiased advice to individuals and families, rather than just serving the interests of large institutions.

Our Approach

We take a client-focused approach to investment and financial planning, working closely with each individual to understand their goals, risk tolerance, and financial circumstances. Our team of experts then develops a customized investment strategy that balances risk and return, using a dynamic approach to manage risk and optimize portfolio performance. We also provide guidance on asset location, benefit elections, insurance needs, and withdrawal strategies in retirement, ensuring that our clients are well-prepared for the future.

Our Services

Our services include:

• Investment management: We develop and implement customized investment strategies tailored to each client's goals and risk tolerance.
• Financial planning: We provide comprehensive financial planning advice, including retirement planning, college planning, and estate planning.
• Risk management: We help clients manage risk through diversification, asset allocation, and insurance planning.
• Retirement planning: We provide guidance on retirement income strategies, Social Security optimization, and pension planning.
• Estate planning: We work with clients to develop estate plans that minimize taxes, maximize inheritances, and ensure the smooth transfer of wealth.

What Sets Us Apart

At Northwest Criterion, we are committed to providing our clients with exceptional service and unbiased advice. As a fee-only registered investment adviser, we have a fiduciary duty to act in our clients' best interests, and we are dedicated to maintaining the highest standards of integrity and transparency in all our dealings.