Tell Us Everything. We Specialize in Listening.

We combine personal advice with an expertise in market exposure models, portfolio design, individual stock analysis, and holistic financial planning.

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With over three decades of experience and recognized as one of Barron’s Top 100 RIA firms in 2024, 2023, and 2022*, we provide comprehensive wealth management services with an emphasis on innovative portfolio management solutions.

  • Participating in market growth while protecting gains
  • Generating income in a rising interest rate environment
  • Actively managing long-term growth of your investments
  • Tax-efficiently monetizing your concentrated stock position
* NorthCoast Asset Management was a Connectus Wealth Adviser, winner of FA Magazine’s and Barron’s Top RIA awards in 2022 and 2023. As of 2024, NorthCoast is part of Kovitz, a winner of Barron’s Top 100 RIAs in 2024. Connectus Wealth nor Kovitz paid a fee in connection with obtaining or using these awards. 

We can help you reach your investment goals.

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NorthCoast Asset Management is a d/b/a of, and investment advisory services are offered through, Kovitz Investment Group Partners, LLC (Kovitz), an investment adviser registered with the United States Securities and Exchange Commission (SEC). Registration with the SEC or any state securities authority does not imply a certain level of skill or training. More information about Kovitz can be found at www.kovitz.com.