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.
Many client portfolios use broadly diversified ETFs as core holdings. Northlake also employs asset allocation strategies built around thematic models developed in partnership with Ned Davis Research to help manage portfolio exposure as market conditions evolve.
When individual stocks are appropriate, our research has historically emphasized media, entertainment, consumer, technology, communications, and related industries, while remaining opportunistic across other sectors. Northlake founder Steve Birenberg has invested in these industries since 1982.
Every client relationship begins with a discussion of investment objectives, risk tolerance, income needs, tax considerations, and other portfolio constraints. Assets are managed on a discretionary basis within the guidelines established with each client.
Client assets are custodied at Charles Schwab. Clients receive monthly account statements from Schwab, along with Northlake’s monthly market commentary and quarterly investment letters.
Additional market commentary and company research are published on Northlake’s Media Talk Blog, providing clients with ongoing insight into our investment thinking.
