Northshore Wealth Management is an RIA firm registered in the State of Washington, serving investors across the US – owned and operated by Alyse Clark, a 20-year veteran of the investment industry, specializing in mathematical reasoning and analytics. Services offered include, but are not limited to, portfolio management, tax management, retirement planning, rollovers, Roth conversions, estate planning, college funding, wealth building, and wealth preservation, but the majority of our investors are here for our Mainsail Equity Portfolio Model.
The Mainsail Equity Portfolio Model uses a stock analysis framework called Bottom-up Fundamental Ratio Relativity to concentrate assets into high-quality, reasonably valued growth stocks without the influence of political bias, fear, or greed. Investors get a purely data-driven stock portfolio without the risk of leverage, margin, shorting, or hedging.
The mainsail’s performance history is a testament to its size advantage. The model’s AUM is capped at $100 million to preserve its flexibility to navigate markets with precision, in contrast to the difficulty larger funds and ETFs have in positioning $100 billion. This strategic cap is in place to prioritize the model’s performance for our investors as well as for the Clark family, whose personal assets are allocated in the mainsail model alongside our investors’ capital. The growth and safety of everyone’s capital is valued highly and equally. Your assets are held independently in brokerage at Altruist Financial and remain strictly under your control, while we maintain discretionary trading authority over the positions in the model you’re invested in. There are no restrictions or lock-up periods. Stay because you want to, not because you have to.
You don’t have to invest in our models. We manage investment products well beyond our proprietary offerings. No matter what portfolio allocation you hold at Northshore Wealth Management, the fee is always 1% of AUM per year, no matter who you are. In working for public figures, we value and strictly protect your privacy as much as our own, no matter who you are. Every client is treated equally and billed with fairness and transparency under fiduciary standards. The only exception to this rule is our Regatta Strategy Option Model, which uses performance-based billing instead of an AUM fee, not in addition to.
We still have room for more investors, and we welcome inquiries. You cannot be billed until your assets are under our management, so ask all the questions you want. There are no stupid questions. We will never talk down to you. Serving our existing clientele is our first priority, but we do reserve time for new inquiries. When we reach capacity, we will be closed to new investors.
When Alyse is not studying stock fundamentals, She’s studying sports nutrition to support her young elite athlete’s ambitions. She’s growing fresh produce for him in her garden, and she’s eating dust trying to keep up with him on mountain bike trails.
Feel free to reach out to see whether we might be the right candidate to serve as your fiduciary financial advisory firm. If you have read this far, then you might enjoy our blog, where you can continue getting to know Alyse’s work. Research us at the U.S. Securities and Exchange Commission. We are currently accepting new clients.
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Alyse Clark is a registered investment adviser in the State of Washington. The adviser may not transact business in states where she is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. The opinions expressed herein are those of the firm and are subject to change without notice. Any projections or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other firms and are only for general informational purposes as of the date indicated. Past performance of information presented should not be relied upon without knowledge
of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the
investment.
The information presented here is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The advisor has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. Northshore Wealth Management has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.
Northshore Wealth Management may discuss and display charts, graphs, formulas and/or stock picks which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.
