Business Details
Trusted Financial Advisers in Princeton, NJ
Northwest Criterion Asset Management provides institutional-quality financial advice tailored to individual investors. Our approach emphasizes long-term wealth growth through disciplined investment strategies that balance clients' return objectives with risk tolerance. With over 25 years of experience in financial markets, our team combines expertise in fixed income trading, portfolio management, and academic-level statistical analysis to deliver personalized solutions. We focus on creating data-driven investment policies and risk models while maintaining transparency in our decision-making process.Our professionals bring decades of experience from prestigious institutions like Merrill Lynch, PaineWebber, and Western Asset Management, ensuring clients benefit from both practical market insights and academic rigor. We prioritize client education through tools like our Social Security Calculator and Annuity Simulator, empowering informed financial decisions. Our Princeton-based team remains committed to evolving with market dynamics while maintaining a steadfast focus on clients' financial security.
Services
Investment Strategies
Portfolio Management
Risk Assessment
Financial Planning
Market Analysis
Highlights and features
- We offer 25+ years of financial markets expertise from top-tier institutions
- Our team holds advanced degrees in mathematics and statistics
- We provide institutional-quality investment strategies for individual investors
- Our data-driven approach balances risk and return with precision
- We maintain transparency through educational tools and clear communication
Services
Investment Strategies
We develop customized investment strategies combining quantitative analysis with market expertise. Our approach balances clients' financial goals with risk tolerance through diversified portfolios. We focus on long-term value creation using institutional-grade methodologies typically reserved for large institutions.
Portfolio Management
Our portfolio management services utilize advanced risk modeling and market analysis to optimize asset allocation. We implement disciplined investment approaches that adapt to changing market conditions while maintaining focus on clients' long-term objectives.
Risk Assessment
We create comprehensive risk models based on credit analysis and interest rate forecasting. Our assessment process helps clients understand potential investment risks while developing mitigation strategies tailored to their specific financial situations.
Financial Planning
Our financial planning services integrate investment management with retirement planning tools. We help clients optimize Social Security benefits, structure annuity investments, and develop comprehensive wealth preservation strategies.
Market Analysis
We conduct in-depth market analysis using historical data spanning multiple market cycles. Our research focuses on identifying value opportunities in equity and fixed income markets while maintaining rigorous risk controls.
People
Michael Camp
Co-founder
25+ year financial markets veteran with experience at Merrill Lynch and PaineWebber. Holds advanced degrees in mathematics and statistics from Columbia University and Princeton University. Former institutional fixed income trading head and university lecturer.
Eugene Kirkwood
Fixed Income Portfolio Manager
39-year fixed income specialist with expertise in portfolio management and investment policy. Former senior portfolio manager at Western Asset Management. Experienced in Investment Grade securities, High Yield debt, and risk modeling frameworks.
Questions
What services do you offer individual investors?
We provide customized investment strategies, portfolio management, risk assessment, and financial planning services using institutional-grade methodologies tailored to individual needs.
How do you approach investment strategy development?
Our approach combines quantitative analysis with market experience, creating disciplined strategies that balance return objectives with individual risk tolerance through diversified portfolios.
What makes your firm different from other financial advisors?
Our team combines Wall Street experience with academic expertise in statistics, offering data-driven decision-making and proprietary risk modeling frameworks not typically available to individual investors.
How do you help clients with retirement planning?
We use specialized tools like our Social Security Calculator and Annuity Simulator to optimize retirement income strategies while managing investment risk through tailored portfolio solutions.
What investment philosophies guide your decisions?
We focus on long-term value investing principles, risk management through diversified portfolios, and evidence-based decision-making supported by historical market data analysis.
