NorthCoast Asset Management is a registered investment advisor specializing in quantitative analysis and systematic investing. The firm offers a wide variety of investment strategies across six broad categories: Strategic Asset Allocation, Equity, Income, Dynamic Asset Allocation, Options Strategies, and Alternatives. Whether clients are looking for long-term capital appreciation, income generation, or downside protection, NorthCoast Asset Management constructs and manages portfolios tailored to their risk profiles and financial goals. The firm manages assets on an authority to make trades without asking first basis and works with clients' accountants and attorneys when appropriate for estate planning and tax efficiency.
Fee Structure
NorthCoast Asset Management determines investment management fees on a case-by-case basis, taking into account the amount of assets managed and the variety and complexity of the services provided. Fees are typically charged as a percentage of your portfolio on a quarterly basis in arrears. Fees are potentially subject to negotiation.