With Innovation Comes Insight

A committed partner in your financial journey


We understand that financial security is more than numbers.

That is why we provide you with a wide variety of investment options, along with financial planning and individual guidance, to help you meet your unique needs and aspirations.

At NorthCoast, we offer institutional-caliber solutions that are based on daily market research, active security selection, and disciplined risk management. We have a team of experienced and qualified professionals who are dedicated to delivering results that fit your financial goals.

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Our commitment to your success will make us your most trusted resource.

Tell us everything. We specialize in listening.

You need thoughtful solutions that properly balance the risk between portfolio growth and peace of mind. That is why we have developed a range of long-term investment solutions that cater to different objectives, styles, and outcomes. Whether you are looking for income, growth, or preservation, we have a strategy that suits you. Our philosophy for each strategy remains the same - marrying a disciplined, rules-based investment process with thoughtful and thorough quantitative research.

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A True Partnership

We work every day to foster a relationship of trust and transparency with you.

We invite you to engage with our team and develop an understanding of our process as well as the trade-offs that arise when managing money. We also encourage you to share your feedback, concerns, and questions with us. We are here to listen and meet the challenges.

We are confident that our approach will help you achieve your financial goals and enjoy your personal journey. We are honored to be your partner in this journey and we look forward to serving you for many years to come.

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Investment Insights
Featured Posts

Q2 2024 Update with Patrick Jamin and Jacob Wick

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Finding Patterns in Predictions | President’s Post Q1 2024

President and CIO Patrick Jamin, CFA, FRM, highlights the parallels between March Madness and the...

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Bright Outlook for Bonds | The Fixed Income Outlook Q1 2024

Researcher Julia Zhu shares her observations and guidance for fixed income in Q1 2024.

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