# Northwest Investment Counselors

Northwest Investment Counselors is a Bank / Wealth / Trust based in Lake Oswego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** Lake Oswego, OR, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** nwic.net
- **LinkedIn:** https://www.linkedin.com/company/northwest-investment-counselors-llc

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1998, Northwest Investment Counselors is a Lake Oswego-based asset owner. The firm provides integrated investment management, financial planning, and portfolio advisory services to individual clients. Its structure combines investment decision-making with financial planning in a single fiduciary wrapper, a configuration that distinguishes it from pure asset-gatherers. Strategy centers on direct portfolio management and wealth planning. The firm deploys across public equities, fixed income, and cash equivalents, operating on a discretionary basis for client accounts. Specific portfolio holdings, stage coverage, and geographic concentration beyond the United States have not been publicly disclosed. No named direct deals, co-investments, or fund commitments are identifiable in the current public record. Total assets under management and total professionals are not publicly disclosed by the firm. No additional offices, affiliated foundations, operating companies, or club memberships have been identified. Given limited recent public disclosures, no dated operational event from the last 24 months can be confirmed. Structurally, Northwest Investment Counselors' differentiator is its dual-offering model: investment management and financial planning delivered by the same advisor. This creates a single point of accountability for a client's entire financial picture, rather than separating asset management from life planning — a governance profile that suits long-tenure, high-trust client relationships.

## Questions

### What investment services does Northwest Investment Counselors offer?

The firm lists investment management, financial planning, and portfolio management among its core services. It manages assets on a discretionary basis and combines advisory functions with direct financial planning, though specific product wrappers or model portfolios are not publicly detailed.

### Is Northwest Investment Counselors' AUM publicly available?

No. The firm does not disclose assets under management on its website or in readily available public filings. All available source material leaves the AUM figure undisclosed.

### Who manages investment decisions at Northwest Investment Counselors?

The firm has not publicly identified its investment decision-makers, portfolio managers, or principals on its website. No named individuals appear in the current accessible source material.

### Where is Northwest Investment Counselors headquartered, and does it operate beyond Oregon?

The firm is headquartered in Lake Oswego, Oregon, United States. There is no public indication of additional offices or expansion into other regions.

## Related profiles

- [Northwestern Mutual Capital](https://altss.com/profile/northwestern-mutual-capital)
- [Northwest Quadrant Wealth Management](https://altss.com/profile/northwest-quadrant-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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