NorthCoast is the industry’s leading provider of quantitative,
risk-focused wealth management solutions.
“We aim to work with Financial Advisors who seek differentiated,
unique and value-added solutions for their client portfolios.”
– President & CEO Dan Kraninger
Successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional client service.
Our strategies are designed to meet the broad wealth management goals of clients from asset accumulation through retirement by employing a tactical overlay focused on capital appreciation and downside risk management.To provide ongoing support, we produce thought leadership pieces to address the most pressing needs of today’s advisors and investors.
– World class investment process, research and materials to support the most demanding advisors and research organizations
– Field sales and home-office support through the NorthCoast support team and the NorthCoast Advisor Portal
– Custom product and content development, white labeling, and data licensing for firms looking for unique solutions