Interwest Investment Advisors, Inc

Overview

Interwest Investment Advisors, Inc. operates as an independent, for-profit advisory firm serving individual and family clients. The firm acts as a capital allocator, selecting and placing assets with third‑party managers in addition to providing in‑house portfolio management and financial planning. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm reports industry affiliations with another investment adviser and an insurance company. ESG investing is not indicated as an active focus.

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Public Holdings

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Location & Offices