Portfolio Management
At NWMG, our advisors have refined a variety of investment disciplines. While each advisor has their own specialty, we are united in our belief that the right portfolio for you is the professionally vetted option you will stick with. We work with our clients to ensure that their portfolio aligns with their ethos while integrating thoughtful market forecasts.
Our most popular strategies include low-cost index allocations, sustainable income portfolios, focused equity, and capital appreciation. All strategies seek to balance tax efficiency with your portfolio goals and objectives.
Learn More about NWMG Portfolio Management
Our most popular strategies include:
- Low-cost index allocations
- Capital Appreciation
- Focused US equity
- Custom tailored (IPS driven)
- Sustainable retirement portfolios
Financial Q & A
Money is complicated and it is challenging to find a trustworthy source of information that favors your interests. This is why we maintain an open book philosophy. If the question you have is not here, please contact us.
NWMG is a multi-custodial Registered Investment Advisor. Our advisors are able to recommend a variety of major custodians such as Charles Schwab and LPL Financial. Most NWMG clients have their investments held at Charles Schwab. NWMG does not custody client funds.
There are no fees for the first meeting. The objective is to determine how we can best serve you under any of our service arrangements. Actionable advice is sometimes provided as a courtesy; however, the initial meeting is intended to assess mutual fit.
Our advisors are able to meet with you online using most virtual meeting software. While in-person meetings may occasionally still be possible, these are exceptional in nature. Most of our client interactions are actually conducted by email, phone, and text message!
Because we act on your behalf as fiduciaries, we need to lay the groundwork and set expectations before setting up an account. While it is possible to set up your account in minutes, establishing your long-term investment plan should be thoughtfully done. You start the process by choosing your advisor or contacting us.
We charge a fee if we are proactively managing your money within one of our custodial services (i.e. Charles Schwab). While the stated amounts are annualized rates, management costs are deducted monthly based on your end-of-month account balance.
All consulting and financial planning services are included in the Complete service model, with fees being deducted directly from the preferred investment account. Planning Only and Hourly fees can be paid either by check, ACH direct debit or through any major credit card. Cash or money orders are not accepted.
All service plans are interchangeable or cancelable without a fee or penalty. You are even able to maintain your account(s) through the custodian under a retail service arrangement!