Investment Portfolio

It is our policy to retain the client's investment advisor to manage the client's account.  Our role is to determine the financial needs of the client and balance those needs with the requirements of the trust or other controlling document.  After we develop a personalized asset allocation, we work with the financial advisor to develop a portfolio consistent with the allocation and monitor account activity.  Annually, we review the needs of the beneficiary and meet with advisors to make any necessary adjustments to the investment allocation and review performance of the assets.

"Steve Trefts has enjoyed a long and successful career in trust management.  I have appreciated the opportunity to work with him.  Steve is careful with administrative details and enjoys working with people.  He provides valuable services to the community through Northwest Trustee and Management Services."

- Kurt Orton              Executive Vice President,
Richards, Merrill & Peterson Stockbrokers