CATALYST FINANCIAL NW CORPORATION

Overview

Catalyst Financial Nw Corporation is an independent registered investment adviser that delivers fee-based wealth management and planning primarily to individuals, families and some institutional clients. The firm’s advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Catalyst favors a model built around pooled public funds — primarily mutual funds — supplemented by targeted allocations to third-party alternative managers where appropriate. The firm is not positioned as an active ESG investor and operates under a percentage-of-AUM fee model, with most client relationships managed on a discretionary basis. Investment style tilts toward diversified, manager-driven solutions rather than concentrated single-stock positions. Catalyst acts as allocator and portfolio manager, layering mutual funds and model portfolios for core exposure and turning to external managers for hedge fund and real estate allocations when seeking return enhancement or diversification beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices