Your outsourced CIO solution

NCAM provides outsourced & dedicated Chief Investment Officer (“CIO”) services to discerning clients nationwide, including family offices, private hedge funds, and corporate investors.

Our business model is to provide clients with a multi-asset class management style to client portfolios to better mitigate risk, reduce volatility, and acheive consistent returns.

Expert Asset Management for Your Success

Northern Coast Asset Management: Professional investment services tailored to your needs. Trust our expertise for strategy, portfolio management, and fiduciary care.

Investment Strategy

Assessing/creating/implementing client investment strategies that align with the client’s financial goals, risk tolerance, and time horizon.

Risk assessment and reviews

Assessing client risk tolerance and reviewing portfolio risk to ensure the portfolio remains aligned with the client’s risk profile.

Multi-asset class management

Assessing the diversification and rebalancing strategies of client portfolios, including the effective use of alternative investments.

Private debt & real estate transactions

Due Diligence reviews, transaction oversight from negotiation to deal structuring to closing, property/asset management, and asset disposition.

Performance monitoring

Tracking portfolio performance, implementing efficient reporting, identifying relevant benchmarks, implementing rebalancing strategies.

Manager selection & Governance

Implementation of Investment Policy Statement (IPS), evaluating, and monitoring external investment managers and/or structured products to execute investment strategies.