It’s time for a new perspective.

The conventional approach to investing tends to focus almost entirely on growth. Some of the more advanced processes will also consider distribution goals like minimizing tax, but when it comes to protection, it’s our belief that the conventional approach to investing falls short.


We believe our clients deserve better.

For this reason, we take a 3-tiered approach to your investment portfolio, that includes wealth preservation tactics alongside disciplined growth and distribution strategies. Our objective is to help you meet your wealth goals without taking unnecessary risk, and our 3-tiered approach seeks to do just that.

“In the overall performance of a portfolio, protection strategy can potentially have a significant impact – not only because protection itself is an important goal for many, but also because it contributes to your ability to accumulate wealth over time.”

Larry Rosenberg, CPA
Wealth Advisor, Partner

Strategic Plan

Northcoast Investment Compass

Our 3-tiered approach, and the exclusive investment process that accompanies it, arose from the combined experience of our core team: a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Public Accountant (CPA). The process is designed to help our clients invest according to their own needs, growth, protection and distribution – not market speculation or risky predictions.

By integrating advanced protection strategies, the focus of the Northcoast Investment Compass is to mitigate the effects of market downturns, while still capturing growth during market upswings.

Northcoast Investment Compass

What do you get with a Compass strategy?

  • Wealth Preservation Strategies

    Each strategy integrates various tactics that seek to limit the impact of market downturns and reduce exposure to volatility.

  • Diversification

    Benefit from diversification of sectors, asset classes and investment vehicles, as well as active and passive investments.

  • Growth Potential

    You can participate in growth opportunities within the Compass strategies as well, through their actively managed, growthoriented components.

  • Flexibility

    Compass strategies include six distinct asset allocations, with six available risk models for each, ranging from Aggressive Growth to Capital Preservation.

  • Strategic

    We’ve also built in a strategic component, which broadens overall diversification while seeking to preserve wealth.

  • Consistency

    Our process of research, design and management for all Compass strategies is highly disciplined. We prioritize consistency and transparency in all that we do.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss.

Is your bottom line where it should be?

Contact us for a performance review, and get a better understanding of what your portfolio’s structure, tax and risk exposure are costing you.