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Introducing Northwest Capital’s NAVIGATION Strategy


In a highly volatile investment world, how can you build a plan for long-term success?

What does it take to sift through thousands of investment opportunities and identify the relative handful that complement your specific goals, time horizon and risk tolerance? Where can you find experienced, highly skilled portfolio managers who will add value to the investment process and keep your plan on track?

At Northwest Capital Financial Group, LLC, we believe that a consistent, disciplined approach to portfolio management offers the best chance for success. That is why we have selected to work with SEI to provide our clients with an established and disciplined investment process. For every client, a tailored investment strategy is developed, incorporating asset allocation and diversification designed to meet your precise needs. You can benefit from access to sophisticated investment strategies and top-tier investment managers including some that are not typically available to individual investors.

Our approach to investing is best described as “Protect and Grow”. Our “risk management first” focus to our NAVIGATION strategy is rooted in dynamic risk management aimed at protecting your assets as much as possible during the most dangerous draw-downs in the market. While these damaging deep bear markets may occur only every several years, the impact on your ability to meet your objectives and achieve your goals can be long lasting and may, in fact, completely derail your plan.

Unlike static buy-and-hold models, our strategy involves proactive defensive positioning that seeks to preserve capital in falling markets, combined with offensive positioning designed to participate in rising markets. By monitoring market trends and adjusting your allocation accordingly, our strategy can more effectively manage risk and help protect your investments from today’s extreme market volatility.

We use our Compass Indicator to tactically position our clients' portfolios. This long-term trend indicator evaluates market conditions and helps to identify longer-term bull and bear cycles, typically lasting months to several years, to focus your portfolio to attempt to capture growth or on capital preservation.

Our NAVIGATION strategy was designed to enable our clients to prudently grow their assets while protecting from catastrophic losses. This investment philosophy provides a framework that allows our clients to remain focused on building and enjoying true wealth while we manage the risks and returns to help them fulfill their dreams.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. No strategy can assure a profit or protect against loss.