Making an Investment in Yourself
Small Business Investments
Whether you’re a solo entrepreneur or a small business owner with multiple employees, our representatives offer a full range of services designed to keep your business on the path to pursue success. Talk to us if you’re seeking short-term returns or a long-range investment strategy.
Professional Investments/Institutional Management
Our representatives will work closely with you to develop investment strategies that address all your financial goals. The process begins by listening to you and clearly understanding your business investment and financial objectives. We’ll then structure a portfolio that makes sense for you.
And because things don’t often stay the same over time, we’ll monitor your portfolio and make adjustments as the markets change or your business needs evolve.
Short Term/Liquidity Management
Looking for short-term investments? We’ll develop strategies structured around these goals using different short-term securities with the objective of providing a competitive yield while giving you access to your funds.
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.