Northlake Capital Management, LLC is a registered investment advisor offering investment advisory services to high net worth individuals and their affiliated entities. Northlake specializes in the management of equity portfolios using a "Core and Explore" strategy. "Core and Explore" combines a small portfolio of exchange traded index funds (ETFs) with a select basket of individual stocks.
Most of the ETFs are selected using a monthly model that rotates funds among small, mid, and large capitalization stocks and growth and value stocks. Back tests of these models show superior returns since 1980. Successful investments for real clients have been achieved since early 2004. Northlake recently an International theme to its ETF rotation strategy via investment in ETFs which track stock markets in five different regions of the world.
Northlake's ETF rotation strategy provides broad-based "core" exposure to the market with the ability to produce excess return relative to the market. Further incremental return is sought via a select portfolio of less than 10 individual stocks focused on the global media and telecom industries. Northlake founder Steve Birenberg is an acknowledged expert in these industries, having spent most of his 25 year year investment career specializing in these industries. Steve provides daily commentary on media stocks for Real Money.com., the subscription service of theStreet.com. Steve's research has been mentioned several times by Jim Cramer on his CNBC TV show, Mad Money. Steve has also appeared Fox Business Channel's Happy Hour to discuss media investments. A more thorough discussion of the conceptual thinking behind "Core and Explore" can be found in What We Do.
Upon inception of a new client relationship, Northlake works with clients to create an investment policy statement that defines the investment goals, objectives and restrictions governing the day-to-day management of the account. Northlake manages client assets on a discretionary basis within the constraints dictated by the investment policy statement. Northlake's expertise extends to investment grade fixed income securities enabling investors with any return objective or risk tolerance to find a home.
Client accounts are held with a third party financial institution, granting Northlake a limited power of attorney to conduct transactions. Northlake maintains a preferred custody relationship with Charles Schwab allowing clients to obtain extremely low cost custody with very advantageous commission rates on trades. Clients receive a monthly statement from their custodian and a quarterly report from Northlake.
Northlake clients have a unique ability to read real time research and commentary on the investments held in their accounts through a password protected section of the firm's website. Clients and other friends of the firm can respond and interact as regular updates are posted. This unique forum allows clients to gain insights into the how their money is being managed rather than sit back and wait for the monthly or quarterly report.
Evanston, IL 60201 | 847-226-9713 | firstname.lastname@example.org