1 2 3

SUCCESSFUL INVESTING

NorthCoast Top Financial Adviser Award 2015

For a second consecutive year,
NorthCoast is recognized as a Financial
Times
300 Top Registered Investment Adviser
for our history, investment standards, sustainable
growth, and service to our clients.

WHY NORTHCOAST

video

Learn more about NorthCoast Asset Management,
our team, and our three founding principles.

PUBLICATIONS

graph

Quarterly Update

June 30, 2015
Most of the major indices are hitting the reset button as we enter the 2nd half of 2015 with the S&P 500 +0.9% YTD after a -2.0% June and a flat Q2. The Dow is -1.2% YTD and the Nasdaq is +5.5% YTD. Health Care (+8.7%) and Consumer Discretionary (6.0%) stocks led ...Read More.


graph

Quarterly Update

March 31, 2015
After a rocky start to January, equities (S&P 500) rebounded in February, and bounced around in March to end the quarter 0.8% YTD. Even though much of the headline news focused on...Read More.


graph

Quarterly Update

December 31, 2014
For a sixth consecutive calendar year, U.S. equities closed in positive territory. The S&P 500 ended 2014 +13.0% (including dividends), the third straight year of double-digit gains. Positive macroeconomic data...Read More.


graph

Quarterly Update

September 30, 2014
After a relatively volatile quarter, equities (S&P 500) ended with a 1.0% gain. A sell-off in July was quickly erased with an almost 4% run in August. September finished -1.5%, mostly on the angst...Read More.


graph

Quarterly Update

June 30, 2014
Given the occurrence of the World Cup, the quote above seems timely as solid performance in June across the majority of equity indices led to the S&P 500 gaining +2% for the month and now...Read More.


graph

Stock Selection Whitepaper

June 30, 2014
Successfully adapting to change is the hallmark of any lasting company. NorthCoast, founded in 1988, counts itself among a handful of investment advisors that have been in business for over twenty-five years...Read More.


graph

Quarterly Update

March 31, 2014
A rocky March leaves equities (S&P 500) under +2% for Q1 and YTD 2014. After three months of action the market continues to grind along at a slow albeit positive pace....Read More.


NorthCoast Asset Management Investor's Business Daily Press Release

NorthCoast ETF Retirement Portfolios - Press Release

May 6, 2013
NorthCoast Asset Management, LLC and Investor's Business Daily (IBD) today announced a licensing agreement that will provide for the launch of new separate account offerings called the NorthCoast Retirement Portfolios....Read More. Read the IBD Report.