Englewood, CO Office

NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and a range of institutional and intermediary clients. The firm manages separately managed accounts and also facilitates access to pooled investment vehicles and private funds for clients such as investment companies, pension and profit-sharing plans, trusts, estates, and charitable organizations.

Investment decisions are driven by a quantitatively based, systematic process: NorthCoast uses proprietary market-exposure and security-scoring models that are updated daily and combined with multifactor risk models to govern portfolio construction and trading. Its product lineup spans strategic asset allocation, equity and fixed income strategies, tactical/dynamic and hedged equity approaches, a variety of options/defined-outcome overlays, and alternative interval funds (private credit, private equity, private real estate).

The firm is an indirect, wholly owned subsidiary of Focus Financial Partners and has formal subadvisory and referral relationships with other Focus entities, which both gives clients access to affiliated private investment vehicles and creates revenue-sharing arrangements for certain credit, cash management and insurance introductions. NorthCoast also recently reorganized following a transition from Kovitz Investment Group Partners (June 2024 through a name change effective January 1, 2026) and documents a mix of uncommon features for its peer group — notably its breadth of options-defined outcome strategies, affiliated private pooled vehicles, and affiliate-sourced credit and insurance solutions.