Our Story

A Grounded Perspective on Investing

There is a purpose behind every portfolio – fulfilling that purpose without taking on unnecessary risk is the kind of performance we work towards. For many investors, this may be a refreshing concept.

It’s our belief that investment expertise isn’t about having a crystal ball; it’s about customizing a strategy around all your needs and goals – to find the right balance of growth, protection and distribution and to manage your strategy according to your ongoing needs. This shift in mentality is fundamental to our approach, and it’s become our mission to introduce it to the benefit of everyone we work with.

A Rare Combination of Specialized Expertise

Our philosophy on net performance initially arose from our unique combination of backgrounds, which continues to inform our decisions today. Because our core advisory team consists of a Chartered Financial Analyst® (CFA), a Certified Financial Planner™ (CFP) and a Certified Public Accountant (CPA), all with decades of experience in the financial industry, from the outset it was very apparent to us how much risk, timing and taxes can affect the outcome of an investment portfolio.

 

We want to focus on what we can control, while helping our clients pursue their objectives. From here we have grown to a multifaceted team with a number of exclusive services and specialized processes.

For our clients, this means they have access to the depth of expertise of our core team, as well as a network of specialists who can help coordinate accounting and estate strategies.*

*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, mortgage services. These entities and their services are not affiliated with LPL Financial and Northcoast Wealth Management.

Northcoast Clients Have Access to:

  • Custom Strategic Plans

    We always choose plans over predictions. We help each client define individual performance goals, and we design strategic plans to help pursue your goals for growth, protection and distribution. We then actively manage your strategic plan in order to keep up with changing needs and lifestyles.

  • Wealth Preservation Strategies

    It’s very common to see portfolios built on actively and passively managed investments, but we believe this is only part of a well-constructed portfolio. Just as vital to reaching your goals, and just as instrumental in supporting growth over time, is the wealth preservation component of your investment strategy – so we include preservation strategies that are aligned with your risk tolerance.

  • Quantify Your Risk Tolerance

    Risk tolerance is more than a personal attitude toward volatility. Through an advanced risk assessment tool* that is based in a mathematical process, we’re able to quantify your risk tolerance and align it with your portfolio.

  • Exclusive Strategies

    Northcoast Investment Compass strategies seek to limit the impact of downside risk, while capturing growth during market upswings. Exclusive to Northcoast clients, each strategy includes six risk tolerance options and a disciplined, research-driven process.

  • Tax-Efficiency Process

    Tax can compromise what initially looks like strong performance. That’s why tax considerations are an integrated part of every client’s strategic plan. We consider your allocation, investment vehicles, retirement accounts and withdrawal strategies to help mitigate the impact of tax on your wealth.

  • Full Transparency

    There’s a reason for everything we do and we take the time to share that rationale with you. As financial advisors held to the fiduciary standard within an independent firm, it’s not only our methodology that is transparent, but also our compensation, objectivity and portfolio design process.

*IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. Scenarios illustrated are hypothetical and not representative of any specific investment or investor. Individual results will vary. Investing is subject to risk which may involve loss of principal. No strategy assures success or protects against loss.

“Our rare combination of investment, wealth strategy and tax planning expertise is the foundation of our approach to pursuing our clients’ performance goals.”

Mark Lebovitz, CFA®
Wealth Advisor, Partner

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.

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