Since 1988, NorthCoast has provided investment management to individuals and institutions. We have guided our clients through the market declines of 2000-2002 and 2008 and seized opportunities during growth markets of the 90’s and mid 2000s. For almost thirty years, we have removed fear and greed from our investment process and have allowed discipline and data to deliver.
We believe a thoroughly researched and systematic investment process rooted in common sense will outperform over time. In our research, we have found that securities and markets reward certain factors.
To capitalize on these factors, we employ market exposure and security selection models based on fundamental logic. This logic has been validated by thorough research and is applied daily as part of our investment process.
NorthCoast implements an alternative approach to risk management. Analyzing the existing risks and opportunities is the first step in a multiple-faceted investment process at NorthCoast.
- Advisory & ServiceLearn more about our investment & advisory team
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.
- Timely & Time-TestedLearn more about the CAN SLIM® investment program
In 2005, NorthCoast began its partnership with Investor’s Business Daily to construct CAN SLIM® powered investment strategies, bringing the foundation of the time-tested investment system to our clients.
- Partnerships & SupportLearn more about our managed ETF solutions
In 2013, iShares® by BlackRock® and NorthCoast teamed up to construct ETF-managed portfolios utilizing the vast universe of iShares ETFs across multiple asset classes catered to investors in any stage of life.
“The power of analytics is nothing new in modern-day business. Sports, medicine, and even college admissions utilize comprehensive sets of data to discover, interpret and communicate meaningful patterns and trends. The same is true in how NorthCoast scores and selects ETFs for its client portfolios. Our research demonstrates that using a multi-factor approach to selecting ETFs is powerful because each factor targets a specific aspect of an ETF, thus painting a complete picture of its future return potential.” – ETF Harmony® Research Whitepaper