Northwest Quadrant Wealth Management

Overview

Northwest Quadrant's origins trace to 1963, when Bill Moore began selling insurance while attending the University of Oregon and opened his first office in a Bend Sears store. Moore shed the insurance lines in 1982 to focus exclusively on investing and financial planning, building a stock-picking practice through the 1980s and 1990s. The firm adopted the Northwest Quadrant name in 2006, the year it crossed $100 million in assets, and formalized as Northwest Quadrant Wealth Management in 2008 when Tyler Simones joined as partner. The firm constructs portfolios exclusively from passive index products, with the asset-allocation decision driving return outcomes. Advisors tax-loss harvest annually, avoid unnecessary capital-gains distributions, and assign assets to taxable versus tax-advantaged accounts based on each client's situation. The investment committee manages money for high-net-worth individuals, trusts, and pensions, with a stated focus on maximizing risk-adjusted returns rather than chasing benchmarks. Client accounts span equities and fixed-income exposures, though the firm does not publicly disclose specific fund families or direct holdings. By its own account, Northwest Quadrant exceeded $600 million in assets under management by 2025, roughly doubling from the $300 million it reported in 2016 when it opened the Eugene office. The firm now operates from three Oregon locations — Bend, Eugene, and John Day — and reaches clients in more than 30 states. Since 2008 the team has produced the Financial Focus Radio show; episode 500 aired in 2018. In 2025, partners Tyler Simones and Josh Fenili remained the named portfolio managers, with no public announcement of additional investment hires or succession changes. Northwest Quadrant competes in the RIA channel, but its structure — a three-city Oregon partnership oriented around a radio show and a low-cost, passive-only mandate — sets it apart from larger national aggregators. The firm does not operate proprietary funds, does not take carried interest, and reports no outside private-equity or venture-capital exposure. That fee-transparent, index-centric architecture makes its revenue entirely dependent on advisory fees tied to AUM, aligning firm economics with client account growth rather than product distribution. NORTHWEST QUADRANT WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-17, it reported 3 employees; 1,771 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.