Chuck’s Comments, October 2011

Diamonds Are A Client’s Best Friend…

Phil DiamondWOW!! Do we have exciting news to tell you!

Our new registered investment advisory company, Northwest Asset Management, has leased offices right next to ours. Now, the most important announcement is that Phil Diamond has left his position as the chief investment officer at FPS (and The H Group) and has accepted the position of Chief Investment Officer with Northwest Asset Management, and as of last Friday has moved into the office adjacent to ours. As many of you know, I believe Phil is one of the brightest investment analysts that I have ever met, and one of the most intelligent people. Phil received his Chartered Financial Analyst certification in 1990 and has been doing analysis and investment research for over thirty years. With his acuity, knowledge, awareness and history of economics, both domestic and internationally, he aided us tremendously in creating the various portfolios we have used in the past for our clients, and will now be available to us in the future.

We are excited to have Phil on board and this is the cornerstone of building an excellent investment team.

Click here for a copy of a Press Release which has gone to all of the local media. Please remember, when you see him, to congratulate him on this chapter of his life and to the addition to the strong investment department at Northwest Asset Management.

Please note also, that we are now available to provide analysis for your 401(k) plan if you are a participant and not sure of the optimum choices within your employers’ plan. If you are a plan provider and want to make sure you’re doing the best for yourself and your employees, let us review your existing plan and explore the possibilities, as well as the costs.

Warmest Regards,

Chuck Jones, CFP®

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