INTERWEST INVESTMENT ADVISORS, INC

Overview

Interwest Investment Advisors, Inc. is an independent registered investment adviser that serves individual and family clients as well as small businesses. The firm operates as a capital allocator, actively deploying client capital into both traditional and alternative vehicles and selecting third‑party managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Compensation structures are mixed—percentage of assets under management, hourly charges, fixed fees and other arrangements—allowing flexibility across client circumstances. Investment activity leans toward discretionary management: nearly all assets reported are managed on a discretionary basis. The firm’s portfolio construction shows a meaningful tilt toward private funds as a core building block, supplemented by mutual funds and annuities for liquid sleeve exposures. Interwest does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices