Asset and Investment Management

InTRUSTment Northwest provides experienced, professional financial management and investment oversight. InTRUSTment Northwest coordinates a full range of asset management services and utilizes a team approach to ensure ongoing success for each client.

InTRUSTment Northwest has the advantage of working with highly experienced and knowledgeable financial advisors, as well as offering the flexibility to work with local long-standing advisors. Unlike other trust companies, InTRUSTment Northwest does not transfer investments in-house but allows the client to continue their relationship with their trusted financial advisor. InTRUSTment Northwest understands the importance of maintaining strong relationships and can continue working with these advisors, so long as the objectives of the investment portfolio continue to be met.

With the support of an experienced team of professionals, an Executive Trust Officer takes a lead role, coordinating a financial plan with input from the client, financial advisors, legal counsel, beneficiaries, and family members. Through a series of questions, InTRUSTment Northwest will clarify what is important, define tolerance for taking risks in the portfolio, and identify investment time horizons. The result of this analysis will be converted into an investment policy statement, which will be utilized as the basis for the construction of an investment portfolio. The investment policy statement stands as the cornerstone for monitoring an investment portfolio, so it remains on track to meet its stated objectives.

InTRUSTment Northwest reviews each trust to ensure proper administration and implementation of its goals and requirements, as well as the beneficiary’s interests for the future. InTRUSTment Northwest ensures the safety and security of assets while working in the best interest of the client.