Managing Your Money With a Focus on Growth
Build With Investment Services
Absolute returns—not relative returns—matter most. At Northwest Investment Services, we care about your bottom line. So, our representatives offer comprehensive, strategic guidance to help you pursue more with your money.
We also understand that each investor has unique needs and goals. So, we provide access to a broad range of investment products and services. Our representatives will use their many years of experience to customize an investment plan just for you that’s focused on portfolio risk, long-term performance and potential returns. And because the market (and your personal situation) may 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 seek 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.
Investment Secured Line of Credit
Enjoy the freedom to access the value of your investment portfolio without disrupting your investment strategy, potentially selling at the wrong time or creating unwanted tax implications. Secured lines of credit are a common cash management & liquidity strategy that allow you access to your own assets on your terms.
For more information, talk to one of our financial professionals.
Insurance
We can recommend strategies to help protect the assets you’ve accumulated.
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.
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 or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
LPL Financial Form CRS
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
*This offer is available to new Northwest Investment Services customers only who schedule an appointment during promotional period and who have not received a gift card through a previous Northwest Investment Services promotion offer within the last 24 months. Customers must bring in an investment or retirement statement at their scheduled appointment to receive the gift card. Gift cards are limited to one household; ask for available selection at time of appointment. Offer is non-transferable and may be extended, modified or discontinued at any time without prior notice and may vary by market. A 1099-MISC may be used to report award to IRS. Offer valid through March 29, 2024 (appointments must be made by March 29th and held by May 31st, 2024 to receive promotion). Promotion is not eligible for Northwest Bank employees or relatives. Appointments must be held in person.