northcoastam.com
NorthCoast Asset Management :: Performance Disclosures
http://www.northcoastam.com/disclosure.html
Ageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' = document.location.protocol? Https:/ ssl' : 'http:/ www') '.google-analytics.com/ga.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(ga, s); })();. NorthCoast Asset Management claims compliance with GIPS. This standardized investment performance reporting gives investors the transparency they need to compare and evaluate investment manage...
northcoastam.com
NorthCoast Asset Management: Investors
http://www.northcoastam.com/balanced.html
Investing for growth can be rewarding but it also can be nerve wracking especially as one nears or is living in retirement. For those investors, growth may be as important as income or even stability in their accounts, and that is why we’ve created the Lifestyle Portfolios. Our Balanced Portfolio evenly combines our CAN SLIM. You’ll see from our performance how an allocation to bonds can really stabilize. A growth investment. Like our Lifestyle Growth and Income Portfolio, the Balanced. 0 - $99,999.
northcoastam.com
NorthCoast Asset Management :: Legends Value
http://www.northcoastam.com/legends.html
Why do only a small number of money managers consistently outperform the markets over the years while the majority fails? Are they better able to predict change in the market? Do they know some secret that evades the masses? Not in the least. The factors that define your basketball team would be much different from the factors that define the average person. Neither Mr. Neff, Mr. Graham (deceased, 1976), nor Mr. Greenblatt are associated with NorthCoast Asset Management, and as such do not en...And IBD a...
northcoastam.com
NorthCoast Asset Management: CAN SLIM Investment Program
http://www.northcoastam.com/canslim.html
NorthCoast Asset Management : Homepage. What has 50 years of research demonstrated? That great growth stocks share seven characteristics. Each of these seven characteristics are elements of the CAN SLIM. Acronym. By strictly investing in stocks that exhibit these CAN SLIM. Attributes, we will build a portfolio for you that is designed to grow your wealth. With the best of private banking. What does the CAN SLIM. Find out details and methodologies in the guided presentations below. 0 - $99,999. To begin i...
northcoastam.com
NorthCoast Asset Management: About
http://www.northcoastam.com/about.html
We believe a thoroughly researched. Investment process rooted in common sense will outperform over time. In our research, we have found that securities and markets reward certain factors and punish others. To capitalize on these factors, we employ a market exposure. Model and a security selection. Model based on fundamental rationales. These rationales have been validated by thorough research and are applied daily. As part of our investment process. Outputs and traders to implement the strategy. Presiden...
northcoastam.com
NorthCoast Asset Management: Investors
http://www.northcoastam.com/company-disclosure.html
NorthCoast Company Information and Disclosures. The information on this site is not to be construed as investment advice; it is for educational purposes only. NorthCoast Asset Management, LLC (NorthCoast) is an SEC registered investment adviser headquartered in Greenwich, CT. NorthCoast and its investment adviser representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which NorthCoast maintains clients. JOIN OUR MAILING LIST.
northcoastam.com
NorthCoast Asset Management :: Growth and Income
http://www.northcoastam.com/growth.html
Lifestyle Portfolio: Growth and Income. Investing for growth can be rewarding but it can also be nerve wracking especially as one nears or is living in retirement. For those investors, income and stability may be as important as growth in their accounts, and that is why we’ve created the Lifestyle Portfolios. The Growth and Income Portfolio combines our CAN SLIM. Click the thumbnails below to download pdf versions of informational strategy materials. 0 - $99,999. 100,000 - $249,000. 250,000 - $499,999.
northcoastam.com
NorthCoast Asset Management :: How To Invest
http://www.northcoastam.com/invest.html
To begin investing with NorthCoast, contact one of our dedicated investment advisors who will guide you through the process. You can reach us at (800) 274-5448 or e-mail at info@northcoastam.com. The application process consists of completing two (2) forms:. 1) A custodian account application. 2) NorthCoast Investment Advisory Agreement (IAA). You can get started by downloading the IAA here. How do I fund the account? Check - Mail to:. Make payments to 'Fidelity Investments'). One Greenwich Office Park.
northcoastam.com
NorthCoast Asset Management: Our Team
http://www.northcoastam.com/team.html
Paul E. Dean. Contact Paul - pdean@northcoastam.com. Daniel J. Kraninger. Chief Executive Officer and President. Contact Dan - dkraninger@northcoastam.com. Patrick Jamin, CFA, FRM. Charterholder and a certified Financial Risk Manager (FRM). Contact Patrick - pjamin@northcoastam.com. Managing Director - Business Development. In 1999, Mr. Bullard founded Placemark Investments, a leading provider of wealth management programs and services for broker dealers and RIAs across the U.S. and Canada. Mr Bullard is...
northcoastam.com
NorthCoast Asset Management :: United Portfolio
http://www.northcoastam.com/united.html
The United Portfolio is a 50/50 combination of our CAN SLIM. Investment Program and our Legends Value Portfolio. It unites the best growth strategy with the best value strategy we have uncovered in our years of research. CAN SLIM. Mines for top growth stocks breaking out of sound bases and Legends Value filters for stocks with depressed prices that have low debt levels and reasonable earnings and sales growth. Click the thumbnails below to download pdf versions of informational strategy materials. To beg...