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
