Market-like returns with lower volatility and less drawdown*
NorthCoast is one of the industry’s leading providers of quantitative,
risk-focused wealth management solutions. We work with financial advisors who seek differentiated, unique and value-added solutions for their client portfolios.
Successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional client service.
Wealth management solutions designed to help advisors address investor concerns, grow their business, and meet the long-term needs of their clients
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
* Historical performance for the CAN SLIM tactical strategy is available here.