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  • Contact Us

    Hoboken Office | 201-656-0115
    Medford Office |609-953-7555
    Pennsylvania Office | 610-326-4900
    Texas Office | 551-655-7595

  • Investment Advisory

    Investment Officers, CFOs and Treasurers have a daunting challenge when investing public funds in today’s investment market.

    The professionals at NW Financial have worked with public funds for over 2 decades. Always mindful that safety, liquidity, yield and permissible investments remain the fundamental objectives and cornerstone of any investment program, we provide our clients with suitable investments based on our thorough knowledge of state statutes, its related provisions and your investment policy.

    The professional staff at NW has a long history of providing investment advisory services to state, regional and local governments throughout the Northeast. That knowledge, experience and strong cash flow forecasting and cash management give us the edge when providing the needed investment services. Furthermore, our unique perspective enables us to better guide you through many other issues that may impact the management of your assets.

    Our customized focused approach to the management of public funds offers our municipal clients a number of tangible benefits, including:

     

    Portfolio Management

    We assist with investment management by reviewing estimated cash flow needs, developing investment policies, formulating strategies, analyzing investment alternatives and assisting with the selection of securities.

    Investment Policy and Portfolio Compliance Review

    We perform in-depth checks of the entire investment process, assess risks, and review transactions, strategies and procedures. We then offer useful suggestions on how to improve earnings and reduce exposures.

    Advisor Services

    Our professionals perform regular oversight of client portfolios. We understand the unique objectives and constraints of the public sector and offer investment support for existing staff at larger local governments.

    Corporate Headquarters

    2 Hudson Place, 3rd Floor
    Hoboken, NJ 07030
    P: 201-656-0115
    F: 201-656-4905

    Medford Office

    709 Stokes Road, Suite 201
    Medford, NJ 08055
    P: 609-953-7555

    Pennsylvania Office

    886 Vaughn Road
    Pottstown, PA 19465
    P: 610-326-4900
    F: 610-326-4902