Active management for all investors
Along with family, friends, and health, financial security is among life’s most important aspects. NorthCoast provides you with a wide variety of investment options, along with financial planning and individual guidance to help you meet your goals.
Successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional client service.
Daily market research, active security selection, and disciplined risk management are key components to every NorthCoast portfolio.
Since our founding in 1988, serving the individual investor has remained the core of our passion. People are living longer and the road to financial security is more complex than ever. Investors need thoughtful solutions that properly balance the risk between portfolio growth and peace of mind.
NorthCoast has provided long-term investment solutions to thousands of investors such as yourself. Our strategies vary in their objective, style, and outcome, but the philosophy for each remains the same – marrying a disciplined, rules-based investment process with thoughtful and thorough quantitative research.
We work every day to foster a true partnership with our clients by managing a comprehensive suite of strategies that cater to the investor’s goals and objectives. Every client is unique and your participation is critical in helping us serve you. Please engage with our team and develop an understanding of our process as well as the trade-offs that arise when managing money. Markets are not emotional or irrational, people are, and we believe facts and discipline will win out over conventional emotions like hope and fear over time.
We encourage you to speak with a dedicated Private Client Advisor to learn more. Complete the form below, and you’ll be in contact with our team directly. Let’s talk.