$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
37 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 05-01-1989
- Office Locations
- 1
Office Locations
-- Bellingham WA
About Northwest Income Investments, INC
NEI Investments offers a diversified mutual fund lineup for building client portfolios across global equity and fixed income, including strategies focused on socioeconomic trends and corporate culture, environmental markets and resource optimization, and an investment-grade, unconstrained global bond total return mandate. The NEI Global Total Return Bond Fund (Series F) won the 2025 LSEG Lipper Award (Canada) for 10-year performance in Global Core Plus Fixed Income.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
18.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
37yrs Firm Age
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Accredited Investors
Frontier
Asset Classes
Legacy zenith Prime ember Pioneer Peak Matrix pathway Pioneer Alpha capital Eagle oak
Client Personas
Meridian
Custodian
Catalyst Bridge pioneer Vital Legacy Peak capital Ridge north
Investment Themes
Quantum Horizon vital Timber Peak Pathway catalyst Ridge Beacon Meridian vector Capital capital Harbor
Investment Vehicles
Value
Services
Element vital Meridian ridge Wave Value Catalyst Delta Ridge meridian Unison
Technology
Meridian
Owner & Executives
T
TED LEE SEALEY
President
- CRD
- #874179
- Ownership
- 75% or more
(853) 333-7831
atlas.harbor@bridgecapital.com
in linkedin.com/in/beacon-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,256,156 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,256,156 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,256,156
Public Funds:
40.4% Cash:
59.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $168,634,000 | 40.4% |
| Cash | $248,776,890 | 59.6% |
| Total | $417,410,890 | 100.0% |