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NorthCrest Asset Management

 

 

Who We Are & How We're Different

NorthCrest Asset Management offers a variety of investment strategies designed to help our clients reach their financial goals. Serving both individual and institutional clients, we provide competitively positioned and priced portfolios that are either not currently available in the marketplace or more costly in the marketplace.

For prospective and current clients interested in historical track records and performance, we’re able to provide this information for all NorthCrest portfolios. These metrics have been created in accordance with Global Investment Performance Standards (GIPS).* Given the longevity of many of our portfolios, you’re able to evaluate their performance over a variety of economic and market cycles.

Our Relationship to Wealth Enhancement Group

NorthCrest Asset Management is a Registered Investment Advisor (RIA) that is wholly owned by Wealth Enhancement Group. It is separate and independent from Wealth Enhancement Advisory Services (WEAS), another RIA that is wholly owned by Wealth Enhancement Group.

Wealth Enhancement Group advisors deliver advice through WEAS, which means all clients receiving advice are WEAS clients. However, if an advisor determines that a NorthCrest strategy would be in the client’s best interest, the advisor may recommend a NorthCrest portfolio for a WEAS client as WEAS has a sub-advisory agreement in place with NorthCrest.

 

View the WEAS ADV Part 2A

* NorthCrest Asset Management claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain GIPS-compliance performance information for the firm’s strategies and products, please contact us at info@wealthenhancement.com.

Advisory services offered through NorthCrest Assets Management, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. View the NorthCrest Asset Management ADV Part 2A