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About Northlake

Northlake Capital Management, LLC is a registered investment advisor serving high-net-worth individuals and families. We build and manage investment portfolios designed around each client’s financial goals, time horizon, and tolerance for risk. Client portfolios may include exchange-traded funds (ETFs), individual stocks, and fixed income securities. Depending on client objectives, portfolios may emphasize capital preservation, balanced growth, or long-term appreciation. …more

What We Do

Successful investing requires more than selecting good companies. It requires portfolio construction, risk management, and a willingness to adapt as markets change. Founder Steve Birenberg has managed client portfolios since 1982. Financial markets have become dramatically more competitive. The widespread availability of information, commission-free trading, and the rapid growth of ETFs have made it increasingly difficult for traditional active managers to consistently outperform by relying solely on individual stock selection.  …more

Recent Media Talk Posts

Market Cap Model Shifts to Large Cap for November

Northlake's Market Cap model is shifting from mid cap to large cap for November, while the Style model favors value for a tenth consecutive month. For clients using our model-driven strategies, we are selling the S&P MidCap 400 ETF (MDY),…
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3Q26 Earnings Updates: Part One – META, IBM, GOOG, TMUS, LLY, VICI

Meta Platforms (META) had another strong quarter, with revenue growing 26% to $64.6 billion, better than Wall Street expected. Advertising continues to perform extremely well, helped by AI tools that make ads more useful to consumers and more…

Higher Rates Push Market Cap Model Back to Mid Cap

Northlake’s Market Cap model is shifting from small cap to mid cap for October, while the Style model continues to favor value for a ninth consecutive month. For clients using our model-driven strategies, we are selling the Russell 2000 ETF…

Small Cap and Value Signals Hold for September

Northlake’s Market Cap model favors small cap for a second consecutive month, while the Style model favors value for an eighth consecutive month. For clients using our model-driven strategies, we are maintaining positions in the Russell 2000…