HELPING OUR CLIENT PURSUE THEIR OBJECTIVES
Focus On What We Can Control
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.
No strategy assures success or protects against loss.
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, and retirement accounts, and withdrawal strategies in seeking 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 and portfolio design process.