We currently manage over $300 million in assets.

Prudent investment of trust assets is a special challenge facing employee benefit plan sponsors. The legal and fiduciary risks, coupled with the need for efficient cash management, demand skill and expertise rarely found in the third party administration industry.

NWA has been providing professional fixed income investment management services to its pension, health and welfare, and association clients since 1974.

Core Management Style

We think strategically and use a core management style.

Our investment approach is specifically designed for clients whose primary objectives are:

• Preservation of capital
• Predictable income generation
• Competitive investment returns

Portfolios are constantly adjusted to reflect anticipated moves in interest rates and to capitalize on opportunities in the securities markets. In periods of stable or increasing interest rates this strategy has historically outperformed major market indices while incurring far less risk than competing styles.

In periods of rapidly declining interest rates this strategy has provided a consistent income stream. We believe this style to be especially appropriate for employee benefit trusts with low tolerance for investment losses and continuous demands on investment income to pay trust expenses.

Clients also receive our newsletter, Investments Northwest.

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