Performance returns of our flagship portfolio model, net of fees:
Updated August 28, 2026
Years of research have gone into developing the fundamental criteria we filter by to select the stock positions held in our Mainsail Equity Portfolio Model. We maintain strict standards for companies with strong, sustainable growth potential while avoiding paying exorbitant, inflated prices for them. By retaining the flexibility to deploy cash at opportune times, we can adjust our sails as winds change.
Our philosophy is simple:
Investing + Logic = Better Results
| One-Year Turnover Rate | Expense Ratio | Benchmark | Category | Number of Holdings |
| 27% | 0% added to AUM Fees | S&P 500 Index YTD Return 13.79% As of 8/28/2026 | Focused Growth | 15 As of July, 2026 |
A good company is only a good investment at a good price.
– Alyse Clark, Portfolio Manager
FAQ:
How can I invest in the Mainsail Equity Portfolio Model?
The Mainsail Equity Portfolio Model is only available to investment portfolios managed by Northshore Wealth Management. The model can be held inside an IRA, Roth, SEP IRA, taxable brokerage, UTMA, and most other account registrations. New investment clients are welcome. Portfolio management begins at $200k per household. AUM fees apply.
What is the fee?
All investment portfolios managed by Northshore Wealth Management are charged an annual AUM fee of 1% of the total assets in the portfolio, regardless of what the portfolio is invested in, in line with the fiduciary standard.
Where will my account be held?
All investment portfolios managed by Northshore Wealth Management are held in brokerage at Altruist Financial, a full-service brokerage platform that operates just like Fidelity or Schwab but is only available to investors through professional asset management firms. Altruist Financial charges no additional brokerage fees. Your 1% annual AUM fee is the only fee you will be charged.
Can I own other investmetns as well?
Absolutely. Whether your other investments are held here or at another firm, you are the captain, and we are simply the navigation system. You ultimately decide what you do with your money. We just advise you. Some of our clients invest only a portion of their assets with us. Some invest all of their assets with us, across multiple asset types. There is no one-size-fits-all approach, and we’re flexible to offer our services in a format that best serves you.
How do I open an account?
A financial advisor at Northshore Wealth Management will work with you to help determine what type of investment account or portfolio would be most suitable for you, and that advisor will gather the necessary information to open an account for you. You will be sent new account paperwork to sign electronically via e-mail. If you are transferring assets from another firm, our staff will coordinate that transfer as well, and you will be sent an account transfer authorization to sign electronically. Our advisors work to handle as much of the legwork as they can for you. You will be invited to sign in to Altruist Financial and register for a username and password so you can log in to view your account and statements.
How often will I meet with my financial Advisor?
It’s up to each individual client to determine how often they would like to speak to us. We maintain a limited clientele so that our clients get as much of our time as they need. You are welcome to reach out to your advisor as often as you’d like. We like to connect with our clients quarterly, at a minimum, via phone or web meeting, but sometimes just an e-mail will suffice. We have clients with very busy travel schedules, so we respect their time and only reach out if necessary.
Disclosures
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.
Request a consultation.
Alyse Clark, our principal wealth manager, is now accepting new clients.
Your portfolio is our priority.
Northshore Wealth Management 