Login and view your account:

About Northlake

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 exchange traded funds (ETFs) and individual stocks. We build and manage conservative, balanced, or aggressive growth client portfolios depending on individual investment goals and risk tolerance. …more

What We Do

Northlake Capital Management founder Steve Birenberg has spent his entire 32 year investment management career serving high-net-worth individual investors and managing their related retirement and charitable accounts. Until the second half of the 1990s, professional investors had an edge due to good analysis and access to sources of information that weren’t widely available to individual investors. …more

Recent Media Talk Posts

Sticking With Large Cap and Value

There are no changes to Northlake's Market Cap or Style model recommendations for June. As a result, clients using our model-driven strategies will maintain current positions in the S&P 500 ETF (SPY) and the Russell 1000 Value ETF (IWD).…
, , , ,

1Q26 Earnings Updates: Part Two – DIS, NXST, SONY, WMT, HD

Walt Disney (DIS): DIS delivered another solid quarter, with continued strength across its streaming and experiences businesses helping offset ongoing pressure in traditional television. Direct-to-consumer profitability continued improving,…

No Model Changes, But Subtle Shifts Beneath the Surface

There are no changes to the recommendations from Northlake’s Market Cap and Style models for May. As a result, for clients using our model strategies, current positions in the S&P 500 (SPY) and Russell 1000 Value (IWD) will be maintained…
, , , , , ,

1Q26 Earnings Updates: Part One – IBM, TMUS, META, GOOG, AAPL, LLY, VICI

IBM Corporation (IBM): IBM delivered a modest beat in the first quarter, exceeding expectations on revenue, EPS, and free cash flow. Infrastructure was the clear standout, while software was in line but somewhat noisy, and consulting came in…