Investment Services

Absolute returns - not relative returns - matter most. At Northwest Investment Services, we care about your bottom line.

Our Philosophy

We are financial professionals who help you invest your money. We offer access to comprehensive, strategic financial guidance and insight to help you pursue more with your money.      

Each investor has unique needs. We offer access to a broad range of investment products and services. We’ll use our many years’ experience to customize an investment plan just for you, focused on portfolio risk, long-term performance and potential returns.

Because the market and your personal situation often change, we’re always available to review your portfolio for free.

Mutual Funds

Our financial professionals have access to thousands of professionally managed funds. Every mutual fund has a professional money manager who invests in stocks, bonds or money-market vehicles that seeks to grow the value of the fund and/or produce income for its investors. Let us help you understand your options.

 

Investing in mutual funds involves risk, including possible loss of principal.

Managed Money Strategies

We offer access to multiple advisory platforms, each with different features and benefits, providing a wide array of advisory options. You will have access to outside managers, strategists and personalized advisors.

Insurance

We can recommend strategies to help protect assets you have grown.

Annuities

Whether you’re looking for an investment vehicle that seeks to provide a stable income stream or market participation within your risk tolerance, we offer access to a diverse set of annuity options that can align with your needs.

Fixed annuities are long-term investment vehicles designed for retirement purposes.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal.  Guarantees are based on the claims paying ability of the issuing company.  Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender changes may apply.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, and WV.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northwest Bank and Northwest Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Investment Services, and may also be employees of Northwest Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwest Bank or Northwest Investment Services. Securities and insurance offered through LPL or its affiliates are:

     
Not Insured By FDIC of Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value