NWAM, LLC dba Northwest Asset Management was recently named as one of Seattle Business magazine’s Washington’s 100 Best Companies to Work For. This annual program was created by Seattle Business Magazine and Best Companies Group to identify, recognize and honor the best employers in Washington, benefiting the area's economy, workforce and businesses. The list is made up of 100 companies in two categories. Northwest Asset Management has been named one of this year’s Washington

Northwest Asset Management is excited to announce it has been named to the 2021 edition of SmartAsset's Top 50 Fastest-Growing Financial Advisor Firms. This list recognizes independent RIA firms from across the U.S., ranking them by fastest organic growth. With the quantity of Registered Investment Advisors (RIAs) growing rapidly in the U.S., including the amount of clients served and AUM (Assets Under Management), SmartAsset has put together a study identifying those RIA Fir

We are now few days away from the big Seattle Dances event and we can’t wait! Thank you all for supporting Nelly in raising funds for Plymouth Housing! You can watch the event live on YouTube or on Facebook live. The event begins on Saturday March 13th, 2021 at 7pm PST. Here are the links to the live event: https://www.youtube.com/watch?v=OuswFdEXtcg https://www.facebook.com/events/301399517948836 There is still time to vote! If you have not voted yet, you may still do so by

Well, this is different news than our usual news but here it goes! Nelly will be competing in Seattle’s own Dancing with the Stars to support a local nonprofit’s (Plymouth Housing) efforts to house the homeless. In 2020, Plymouth served 1,200 individuals who have experienced chronic homelessness by providing them with safe, permanent, supportive housing. That’s a lot of people who’ve been given not only a home, but a community, and the opportunity to rebuild their lives. This

InvestmentNews has recognized Nelly Mubashi as a 2020 Excellence in Diversity and Inclusion Awards winner. Nelly, along with 13 other individuals, were chosen from over 120 nominations by a committee of InvestmentNews representatives to be recognized for their ability to inspire others from diverse backgrounds to join, flourish and bring their true selves to work in the financial services industry. “The road will be bumpy but if you don’t give up, you will eventually get to w

Northwest Asset Management is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management. RIA firms applied for consideration,

Over the past decade, we have seen an increase in brokers and advisors wanting to break away and become their own Registered Investment Adviser (RIA). According to TD Ameritrade Institutional Break Away to Independence Spring 2020 Survey, more advisors are motivated to go independent. In this Spring 2020 Survey, 120 brokers who planned on becoming independent within two to three years were surveyed. The average age of the broker respondents was 50 years old and their approxim

At Northwest Asset Management, we are continuing to do our part and work remotely to protect our fellow global citizens from the Covid-19 pandemic. We have all the necessary infrastructure and technology needed to continue daily uninterrupted business functions. This includes the following: Multiple people working in multiple locations nationwide and having a full home office setup so they can continue working efficiently, Having cloud-based systems with secure dual factor au

Coronavirus. You must have heard this term by now. It’s becoming unavoidable…quite literally. According to the Centers for Disease Control and Prevention (CDC), there have been thousands of confirmed Coronavirus (Covid-19) cases in the United States alone. The probability of catching the virus in the U.S. is increasing and it is not too early to prepare for it. On the work front for advisors, this may mean more virtual meetings and completely shifting online. Having a full ho

EFFECTIVE January 1, 2020, Nelly Mubashi will serve as CEO of NWAM, LLC dba Northwest Asset Management, dba RIA Innovations. In 2008, Nelly along with former CEO, Greg Headrick, established NWAM, LLC. With their combined experience of twenty‐one years in the financial industry at the time, Nelly and Greg developed a strong understanding of what is required to run a successful registered investment adviser (RIA) firm. What started out as an RIA managing $150 million, quickly g

Starting an advisory firm comes with a lot of planning for the future; one has to be prepared for different outcomes. What if your firm takes off and you need help with daily tasks? What if a situation occurs where you can’t work anymore? What about retirement? In an October 2019 piece titled: Growing Your Practice Beyond You, Matthew “Matt” Ransom, a contributor to InvestmentNews, talks about three key points that can pave the way for your practice to grow and succeed. The f

In a world full of technology, it has become increasingly difficult to avoid it. Many advisors who once relied on obtaining clients solely f

Northwest Asset Management Named in Financial Times 300 Top Registered Investment Advisers