A complete list of active advisors currently associated with Northlake Capital Management, LLC

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

Northlake Capital Management serves individuals, trusts, estates, retirement plans and charitable organizations with individualized investment management of publicly traded securities, including U.S. listed stocks, ADRs and taxable and tax‑exempt bonds. The firm manages client assets on a discretionary basis and does not offer standalone financial planning or sponsor wrap programs. Northlake’s investment process combines fundamental and technical analysis and employs a mix of long‑term holdings, short‑term trading and option writing as appropriate to client objectives and risk parameters. The adviser consults with clients on objectives and guidelines, publishes regular research commentary on its website, and sells trade signals that reflect strategies used for client accounts. Distinctive aspects include a small, owner‑run advisory structure and the firm’s use of alternative client billing options such as flat fees for smaller or low‑activity accounts. The firm generally custodys client assets at Schwab Institutional (giving Schwab accounts trade and allocation priority and access to block trading) and maintains proxy voting practices that, in many cases, follow company management recommendations.

To learn more about the advisors currently working at Northlake Capital 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.