History

Beginnings: the 1960’s and 1970’s

The company’s roots began in 1963 operating first as Sage Insurance, and later as Bill Moore and Associates. Our founder, Bill Moore, began his career selling insurance while attending the University of Oregon, and opened his first office inside of a now-defunct Sears department store in Central Oregon. He honed his investing skills through the roaring nifty-fifty market of the late 60’s, and persevered as a value-centric investor through the stagnation of the 1970’s.

“I carry around 2 rocks in my pocket as a constant reminder; everyone is carrying their own rocks, and I don’t need to carry anyone else’s.” —

Bill Moore, our founder

Evolution: the 1980’s and 1990’s

In 1982, Bill sold the P&C and health insurance portions of the business and began focusing exclusively on investing and financial planning. His prowess as a stock-picker and love for equity markets quickly grew the business through the thriving stock market of the late 80’s and 90’s, and still serves as a basis for our company’s culture – a detailed and obsessive passion for markets and investing.

“There’s a reason buy and hold investors outperform. Don’t confuse activity with accomplishment.” –

Troy Reinhart

“We strive to do one thing: invest the way our clients would invest if they knew everything there was to know about investing.”

– Tyler Simones

Growth: the 2000’s

In 2004, Troy Reinhart, formerly one of Bill’s Boy Scouts in the late 70’s, returned to Bend to join the firm at Bill’s behest after crisscrossing the country working in corporate America. Two years later, in 2006, the company passed $100 million in assets under management and adopted the new moniker of Northwest Quadrant – solidified as Northwest Quadrant Wealth Management in 2008 when Tyler Simones left the institutional side of the business to join the firm as a principal.

Amid the Great Financial Crisis, the firm expanded to John Day and Portland, and began the Financial Focus Radio show in late 2008 with the goal of bringing transparent, no-nonsense advice to listeners. The firm’s strict adherence to diligent, process-oriented investing and value-inspired principles paid off – and the company emerged from the crisis stronger than ever managing over $200m in assets.

50 Years in Oregon: 2013 and Beyond

The firm continued to expand, adding principal Josh Fenili in 2014, and crossed the $300m threshold in 2016 when Northwest Quadrant expanded to Eugene. The Financial Focus Radio show celebrated the broadcast of its 500th episode in 2018. The company now serves clients in over thirty states from our four Oregon offices.

Legal Notice

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Northwest Quadrant Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NH, NM, NV, NY, NC, OR, SD, TX, UT, VA and WA; and investment advisory licensed in AZ, CA, CT, ID, IL, IN, MT, NV, OR, VA and WA; and insurance licensed in AK, CA, OR and WA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor or BD agent or IA rep requirements; and follow up, individualized responses to consumers in a particular state by broker/dealer investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor BD agent or IA rep, please do not hesitate to contact your state securities law administrator. Please check us on FINRA Broker Dealer check.

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