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Northcoast Investment Compass

The conventional approach to investing tends to focus on growth. Some of the more advanced processes will also consider distribution goals like minimizing tax –but, when it comes to asset management, it’s our belief that the conventional approach to investing falls short. For this reason, we take a 3-tiered approach to your investment portfolio: Growth, Protection, Distribution

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 goal of the Northcoast Investment Compass is to mitigate the effects of market downturns, while still capturing growth during market upswings.

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Investments Based In Reason, Method And Careful Planning.
Not In Speculation.

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ACTIVE, PASSIVE, PROTECTIVE, STRATEGIC

What Do You Get With A Compass Strategy?

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Investment Planning Services | Northcoast Wealth Management

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. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk.

Growth Potential

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

Flexibility

Compass strategies include six distinct asset allocations, with six available risk strategies 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.

No strategy assures success or protects against loss.