About Us

A wealth manager with a focus on holistic financial services and institutional-caliber investments

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Next-generation portfolio design with sophisticated market exposure models and innovative investment processes

Successful investment management is a result of thoughtful product design, institutional operations, and exceptional client service.

Meet the team
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Mission

Our ultimate goal is to help our clients prosper for generations to come.
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Our mission is to be a trusted partner for our clients, providing personalized and transparent investment solutions to help them achieve their financial goals.

We strive to understand and educate our clients, to improve their lives within evolving global market conditions.

Values

We are guided by a set of core values that inform every decision we make and shape the way we work.
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Client Focus, Innovation, and Collaboration and Shared Prosperity

These values drive us to deliver exceptional results and build lasting relationships.

Vision

Our vision is to be a leading wealth management firm, providing all clients with access to sophisticated financial solutions.
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We adapt to evolving investor challenges, innovating and guiding our clients toward their financial goals.

We aspire to set the standard for cutting-edge investment strategies and unparalleled client service, creating a better life for all our constituents.

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Our History

NorthCoast Asset Management acquired by Kovitz Investment Group Partners

NorthCoast Asset Management was acquired by Kovitz Investment Group Partners, LLC (“Kovitz”), a registered investment adviser with the SEC on 6/1/2024. NorthCoast Asset Management is now a division of Kovitz and its registered investment adviser.

NorthCoast Concentrated Stock Tops $1 billion in assets under management

NorthCoast now manages more than $1 billion in client assets in its Concentrated Stock strategy. The approach uses proprietary stock and market exposure models along with an options overlay to enhance concentrated positions for investors.

NorthCoast Joins Focus partner Connectus

On November 1, 2021, NorthCoast joined Focus partner Connectus, a global consortium of fiduciary advisers. Through this relationship with Connectus and Focus, we have retained our culture and customized client service approach, all while taking advantage of additional service offerings, specialized expertise, and the scale of a much larger organization.

NorthCoast Concentrated Stock Tops $600 million in assets under management

NorthCoast now manages more than $600 million in client assets in its Concentrated Stock strategy. The approach uses proprietary stock and market exposure models along with an options overlay to enhance concentrated positions for investors.

NorthCoast expands its presence nationwide

In addition to its home office in Greenwich CT, NorthCoast now has local advisors to provide personalized services in New York, Florida, Texas, Chicago, and California.

NorthCoast introduces four international ETF strategies

Global Select, International Select, International Select Hedged and Emerging Market Select are the newest products joining a comprehensive set of offerings provided by NorthCoast including U.S. Sector based strategies and our dynamic income strategy. These strategies cover 99% of the investable global universe across 50+ ETFs. ETFs provide investors a liquid, transparent, and low-cost avenue to equities around the world.

NorthCoast recognized as FT 300 Top RIA

For a second consecutive year, NorthCoast is recognized as a Financial Times 300 Top Registered Investment Adviser for our history, investment standards, sustainable growth, and service to our clients.

Expanding into Alternatives

NorthCoast launches Zero Beta, a liquid alternative solution designed to generate investment returns outside and not correlated to equities and fixed income.

Constructing ETF-managed solutions

iShares® by BlackRock® and NorthCoast team up to construct ETF-managed portfolios utilizing the vast universe of iShares ETFs across multiple asset classes catered to investors in any stage of life.

Patrick Jamin joins NorthCoast

Patrick Jamin joins company founder, Brent Elam, as Co-Chief Investment Officer. In Patrick’s previous role, he was a Partner at Numeric Investors directing the effort for all European Strategies and managing Numeric’s World Fundamental Statistical Arbitrage Strategy. He brings an extensive tool set in quantitative investment management and his expertise in international markets and alternative investments is a real benefit to NorthCoast offerings.

NorthCoast Goes Global

NorthCoast launches CAN SLIM® International, providing investors access to global equities utilizing the time-tested investment system.

Diving into Deep Value

In contrast to the tactical growth style of CAN SLIM®, NorthCoast launches its long-only deep value equity strategy, Legends Value.

The CAN SLIM® Strategy Wins Awards in the Midst of a Financial Crisis

2008 brought one of the worst recession in our nation's history. Many growth funds suffered historic losses. In the midst of the decline, the CAN SLIM® separate account strategy was named #1 Domestic Equity SMA by Investment News for its protection and preservation of capital during the market decline in the 4th quarter of 2008.

Institutional Management for the Indivdual

NorthCoast teams up with William O'Neill and the Investor's Business Daily to become the investment arm of the CAN SLIM® Investment Program, bringing the tactical, time-tested growth strategy to individual investors.

Dan Kraninger Joins NorthCoast

Dan Kraninger joined NorthCoast as President and CEO