Experienced Leadership Michael Camp and Joseph Hunt bring three decades of Wall Street experience, establishing Northwest Criterion Asset Management as a high-touch, trusted boutique for individuals seeking sophisticated investment management. Leverage their credibility for premium advisory services, co-branded offerings with custodians, and referrals from professional networks.

Small Firm Advantage With a lean staff, the firm is well positioned to pursue scalable technology and outsourced back-office support that enable growth, including CRM, client onboarding, reporting automation, and compliance tooling that can be delivered without expanding headcount.

Growth Potential Revenue sits in the million-dollar range, signaling a stable boutique with room to expand services, enhance client reporting, and attract additional individual investors through targeted marketing and digital outreach.

Technology Modernization The existing tech stack supports a solid online presence, and there is opportunity to add secure client portals, advanced analytics, marketing automation, and cloud-based portfolio management integrations to improve client experience and scalability.

Competitive Positioning As a veteran, high-touch advisor for individuals, Northwest Criterion competes with larger asset managers. Opportunities exist to form referral partnerships with custodians, independent broker-dealers, or wealth platforms to broaden client access while preserving the boutique feel.