Business Details
Trusted Wealth Management Services in Greenwich, CT
NorthCoast Asset Management is a wealth management firm dedicated to providing sophisticated financial solutions tailored to individual and institutional clients. With a history spanning over three decades, we combine institutional-caliber investment strategies with personalized advisory services to help clients achieve long-term financial goals. Our team of professionals, including CFA, CFP, and FRM charterholders, leverages advanced portfolio design and data-driven research to deliver customized investment management.We prioritize client relationships, emphasizing transparency, innovation, and collaboration to ensure enduring trust. Our services encompass holistic financial planning, estate and tax strategies, and risk management, supported by a commitment to adapting to evolving market conditions. As a division of Kovitz Investment Group Partners, LLC, we maintain SEC registration and adhere to rigorous compliance standards while retaining our client-centric culture.
Services
Wealth Management
Investment Advisory
Financial Planning
Portfolio Management
Estate Planning
Tax Consulting
Risk Management
Private Wealth Solutions
Market Research
Client Education
Highlights and features
- We offer 35+ years of experience in wealth management and investment advisory services.
- Our team includes 40+ professionals with CFA, CFP, and FRM designations.
- We implement proprietary investment models informed by daily market research.
- Our client-centric approach prioritizes personalized financial planning and transparency.
- We provide access to institutional-caliber strategies, including ETF-managed portfolios and alternative investments.
Associations and certifications
- SEC
Services
Wealth Management
Our wealth management services integrate investment advisory, tax strategies, and estate planning to create holistic financial solutions. We focus on long-term growth, risk mitigation, and personalized portfolio design for individuals and institutions. Our approach combines proprietary research with institutional-grade tools to adapt to evolving market conditions.
Investment Advisory
We provide tailored investment advisory services using data-driven models and institutional-caliber strategies. Our offerings include dynamic asset allocation, fixed income solutions, and alternative investments designed to optimize returns while managing volatility and downside risk for clients.
Financial Planning
Our financial planning services address estate, tax, and retirement strategies through comprehensive analysis. We utilize advanced tools to evaluate life stages, goals, and risk profiles, ensuring clients maintain financial stability and intergenerational wealth transfer.
Portfolio Management
We offer active portfolio management with a focus on diversified equity, fixed income, and alternative investments. Our strategies incorporate daily market research, risk management frameworks, and client-specific objectives to enhance returns and adapt to changing economic environments.
Client Education
We provide ongoing client education through market commentary, strategy updates, and personalized guidance. Our resources include quarterly reports, economic analyses, and tailored communications to help clients make informed decisions aligned with their financial goals.
People
Patrick Jamin
Head of Platform Channels
Patrick Jamin leads platform channels with expertise in financial services and institutional partnerships. He focuses on expanding NorthCoast's advisory solutions through strategic relationships and innovative investment approaches.
Seth Appel
Head Trader
Seth Appel oversees trading operations with a focus on execution efficiency and market strategy. His leadership ensures optimal trade implementation aligned with NorthCoast's disciplined investment process.
Trent Fifield
Senior Vice President, Private Client Advisor
Trent Fifield provides personalized wealth management solutions to high-net-worth clients. With CFP and CWS designations, he specializes in creating customized investment strategies and financial plans.
Jacob Wick
Head of Wealth Management
Jacob Wick leads NorthCoast's wealth management division, focusing on client relationships and service excellence. He ensures advisors deliver tailored solutions while maintaining the firm's commitment to transparency and innovation.
Robert Wright
Principal, Senior Private Client Advisor
Robert Wright offers strategic wealth planning to individuals and families. As a CFP professional, he emphasizes long-term financial security through comprehensive investment management and intergenerational planning.
Questions
What services does NorthCoast Asset Management offer?
We provide wealth management, investment advisory, financial planning, portfolio management, estate planning, tax consulting, and risk management services tailored to individual and institutional clients.
How does NorthCoast approach investment management?
Our approach combines proprietary research, daily market analysis, and disciplined risk management. We use data-driven models to create diversified portfolios aligned with client goals and market conditions.
Who are NorthCoast's advisors?
Our team includes 40+ professionals with CFA, CFP, and FRM designations. Advisors specialize in personalized wealth strategies, institutional solutions, and advanced financial planning techniques.
What areas does NorthCoast serve?
We operate nationwide with offices in Greenwich, CT, and local advisors in New York, Florida, Texas, Chicago, and California, providing personalized services across the U.S.
How can clients access their accounts?
Clients use our secure client portal for account access, document sharing, and communication with advisors. The portal provides real-time updates and personalized financial resources.
Is NorthCoast registered with regulatory authorities?
Yes, we are registered with the SEC as a division of Kovitz Investment Group Partners, LLC, ensuring compliance with rigorous investment advisory standards and client protection protocols.
Reviews (2)
David Dobesh
Dec 01, 2020
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Especially during these tumultuous market/world times of 2020 I couldn't be happier to have my investments actively managed by the team at NorthCoast. Rather than just 'riding it out' I have their expertise to actually grow my investments. Over the past few years, my wife and I have slowly migrated all our investments to them and now have our entire portfolio expertly managed under the NorthCoast umbrella. Our interactions with Patrick Jamin and Will Ostruzka have been amazing and have created an environment of confidence, trust and security. My wife and I feel they (and the rest of the team)
Yvonne Kim
Jul 17, 2020
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Positive:Professionalism
I had never worked with a financial advisor before. After extensive research and interviews with my community, I came across NorthCoast. The one-on-one time and ongoing advice they provide is phenomenal. I highly recommend the firm.
I had never worked with a financial advisor before. After extensive research and interviews with my community, I came across NorthCoast. The one-on-one time and ongoing advice they provide is phenomenal. I highly recommend the firm.
