NorthCoast implements an alternative approach to risk management. Analyzing the existing risks and opportunities is the first step in our multi-faceted investment process. Each of our investment strategies are designed to be different. They are constructed to meet the broad wealth management goals of clients in any stage of investing.
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.
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.
Services
We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time. Our research shows that markets and securities reward certain factors and punish others. To capitalize on these factors, we employ a market exposure model and a security selection model based on fundamental rationales.
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.
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.
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.
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.
An established leader in the field of tactical investment management, NorthCoast is continually innovating solutions designed to participate in growth markets and preserve capital during bear market cycles. Successful investment management is a consequence of thoughtful product design, a transparent investment process, institutional operations and exceptional client service.
U.S. Sector Select Hedged is a fully tactical investment strategy designed to generate long-term growth with downside risk protection. The strategy utilizes a proprietary scoring and selection process to actively allocate across U.S. sector ETFs.
The strategy invests in sectors with higher risk-adjusted return potential and reduces or eliminates exposure to sectors with lower risk-adjusted return potential while applying defensive cash scaling risk controls designed to reduce volatility and mitigate significant loss.Sierpinski Tactical Growth is a core portfolio diversifier built to grow capital and provide downside risk protection.
The strategy invests in sectors with higher risk-adjusted return potential and reduces or eliminates exposure to sectors with lower risk-adjusted return potential while applying defensive cash scaling risk controls designed to reduce volatility and mitigate significant loss.Sierpinski Tactical Growth is a core portfolio diversifier built to grow capital and provide downside risk protection.
Reviews (2)
David Dobesh
Dec 01, 2020
Report
Especially during these tumultuous market/world times of 2020 I couldn't be happier to have my investments actively managed by the team at NorthCoast. Rather than just 'riding it out' I have their expertise to actually grow my investments.
Over the past few years, my wife and I have slowly migrated all our investments to them and now have our entire portfolio expertly managed under the NorthCoast umbrella. Our interactions with Patrick Jamin and Will Ostruzka have been amazing and have created an environment of confidence, trust and security. My wife and I feel they (and the rest of the team)
Over the past few years, my wife and I have slowly migrated all our investments to them and now have our entire portfolio expertly managed under the NorthCoast umbrella. Our interactions with Patrick Jamin and Will Ostruzka have been amazing and have created an environment of confidence, trust and security. My wife and I feel they (and the rest of the team)
Yvonne Kim
Jul 17, 2020
Report