Northwest Quadrant Wealth Management, LLC
Northwest Quadrant Wealth Management is a fee-based financial advisory and wealth management firm headquartered in Bend, Oregon. Founded in 2008 in its current form (with roots in 1963), the firm provides integrated wealth management, investment management, financial planning, and retirement planning to individuals and families, primarily serving high-net-worth clients across more than 30 states. The company is known for its pragmatic, data-driven, and client-centered approach, with a focus on low-cost, tax-efficient investing. The team includes seasoned partners and advisors, and the firm employs approximately 10-20 professionals.
Investment Strategy
Northwest Quadrant Wealth Management pursues a pragmatic, data-driven strategy focused on low-cost index investing and tax efficiency. Portfolios are individually tailored to client objectives, risk tolerance, time horizon, and special considerations. The firm actively manages passive investments, systematically rebalancing to meet initial client goals. Asset allocation and tax-loss harvesting are prioritized, aiming for risk-adjusted returns and capital preservation while minimizing unnecessary capital gains and maximizing after-tax performance. Continuous monitoring and transparent fees are critical to their client-first philosophy.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 25.98% | $116.5M | 4,768,037 | $11.81 | $24.44 | +$12.0M |
V VO | VANGUARD INDEX FDS | 12.59% | $56.5M | 201,804 | $167.96 | $279.83 | +$4.0M |
T TFLO | ISHARES TR | 11.15% | $50.0M | 987,033 | $50.46 | $50.65 | +$430.0K |
I IJR | ISHARES TR | 9.76% | $43.8M | 400,385 | $78.03 | $109.29 | +$1.3M |
I IEFA | ISHARES TR | 9.17% | $41.1M | 492,461 | $61.73 | $83.48 | +$4.4M |