A complete list of active advisors currently associated with NorthCoast Asset Management LLC

Warmer can help you find a great advisor at NorthCoast Asset Management LLC or one who fits your needs even better.

NorthCoast Asset Management provides investment advisory services to a broad client base including individuals (both non‑HNW and high‑net‑worth), retirement plans, corporations and charitable organizations. The firm offers portfolio management via separately managed accounts across a wide menu of strategies — strategic asset allocation, equity, income, dynamic asset allocation, options overlays and alternatives, including private credit, private equity and private real estate interval funds. The firm’s investment approach is quantitative and systematic, with proprietary market‑exposure and security‑selection models updated daily and risk managed through multi‑factor modeling and volatility budgeting. Most client relationships are managed on a discretionary basis and NorthCoast acts as a fiduciary for ERISA and IRA accounts while monitoring accounts and trading for tax and trading efficiencies where applicable. NorthCoast is an indirect, wholly‑owned subsidiary of Focus Financial Partners and commonly acts as a subadvisor to other Focus affiliates, and offers clients access to affiliated private investment vehicles (Origin, Origin Credit Advisers, SCS) — arrangements the Brochure discloses as potential conflicts of interest. The firm also facilitates non‑investment products through affiliates and intermediaries: it discloses revenue‑sharing and referral arrangements when introducing clients to UPTIQ credit and cash management solutions and to Focus Risk Solutions for insurance, and it participates in third‑party referral programs (e.g., Fidelity’s WAS) that involve solicitor fees; the Brochure also notes a recent corporate transition from Kovitz and a reported regulatory AUM figure attributable to the retained NorthCoast team.

To learn more about the advisors currently working at NorthCoast Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.