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
For more information, please contact Brian Moonan, Head of Advisor Services or call (203) 900-8807.
* Historical performance for the CAN SLIM tactical strategy is available here.
