NW Straits Financial Services

Overview

NW Straits Financial Services is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is split between a percentage-of-assets model and hourly charges. The firm’s reported investing posture favors liquid, listed instruments rather than private or complex alternative structures. It is not identified as a capital allocator, does not report active ESG investing, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices