Personal Journeys. Professionally Navigated.

Providing comprehensive wealth management services, including sophisticated portfolio design, investment strategies, and holistic financial planning.
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$20 Billion

NorthCoast and Kovitz Assets under Management as of 6/30/24

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Professionals with CFA, FRM, CFP and MS designations

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Years of Experience

Our history

The road to financial security is more complex than ever.

Our innovative research and development incorporates data intelligence into our proprietary investment models, adapting to market changes daily.

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Our Commitment

We are a wealth management firm that provides all clients with a trusted voice and sophisticated financial solutions so that they may prosper for generations to come. 


Individual Investors

You need thoughtful solutions that properly balance the risks between portfolio growth and peace of mind. With personalized advisory services, customized investment management, and a long-term financial plan, we can help get you there.

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Institutional and Advisory Services

Our managed account solutions offer a range of approaches to match investor goals. We can help your clients maximize market participation with equities, generate yield through income solutions, manage downside risk with hedged equity solutions and options strategies, or provide access to institutional-caliber private investments.

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Navigating the Markets

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Featured Posts

Equities Rise on Cooling Inflation and Easing Policy Expectations - Market Update July 2024

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Featured Posts
Q2 2024 Update with Patrick Jamin and Jacob Wick
Featured Posts
Bright Outlook for Bonds | The Fixed Income Outlook Q1 2024
Featured Posts
Finding Patterns in Predictions | President’s Post Q1 2024