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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.

 

* 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.

NorthCrest Asset Management ADV Part 2A

Contact Us

Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN

  • Securities Investor Protection Corporation

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC.  Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Wealth Enhancement Group, Wealth Enhancement Trust Services and Wealth Enhancement Advisory Services are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

 

WEAS ADV Part 2A   WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1

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