Investment Services

Whether you’re a large organization or a sole proprietor or anything else, we offer a full range of investment services to help your business work towards success.

Institutional Management for your business.

We work with all types of organizations — corporations, pensions, endowments and foundations. We’ll work closely with your organization to develop an investment strategy to address all your financial goals. And we’ll monitor your portfolio, making changes based on the market and your organization’s evolving needs.

Professional Investments

Professional Investments that work for you.

We’ll work with you to learn about your business's investments and financial objectives, structuring a portfolio to best address your goals. And because things don’t often stay the same, we’ll monitor your portfolio, making adjustments as your needs or the market changes.

Short Term/Liquidity Management

Looking for short term investments?

Short term investment strategies that are structured around your goals. We’ll use various short term securities, in an effort to produce a competitive yield, all while giving you access to your funds.

 

 

 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, KS, MA, MD, ME, MN, MO, MS, NC, NH, NH, NM, NV, NY, OH, OR, PA, SC, 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