You may view our latest information
on the CAN SLIM® Private Clients program below.
If you wish to view these pdf documents in this browser window, simply click on the image or link. If you prefer to download the pdf to your computer first (to view the document in Adobe Acrobat or other pdf viewing program), right-click (control+click on an Apple computer), and choose the option that says "Save link," "Download link," or something similar.
CAN SLIM Private Clients Brochure
PDF 1.2MB / 4 pages
Our general information brochure describes the CAN SLIM Private Clients program including company background and program performance.
CAN SLIM Private Clients Monthly Report
PDF 156KB / 1 page
The monthly report provides the most recent performance information including a "top ten" list of stocks held in our portfolios.
InvestmentNews Report:
SMAs Ranked by Fourth-Quarter Returns
PDF 519KB / 2 pages
This report, published by InvestmentNews, shows the results of Separately Managed Accounts (SMAs) being ranked by an independent source. CAN SLIM Private Clients is at the top!
CAN SLIM Private Clients
Quarterly Client Update
PDF 655KB / 2 pages
Each quarter, we mail an update to our clients to provide company news and general performance analysis for the market and for the assets we manage.
Cash Scaling Information Sheet
PDF 348KB / 1 page
Cash Scaling refers to our strategy to invest heavily when market indicators point to a strong market, and reduce the investment when market indicators point to a weak market.
Lifestyle Portfolio–Growth & Income
PDF 396KB / 1 page
This information sheet describes our Lifestyle Portfolio–Growth & Income Program. This program combines our CAN SLIM System with a more conservative approach in a 75/25 ratio.
Lifestyle Portfolio–Balanced
PDF 388KB / 1 page
This information sheet describes our Lifestyle Portfolio–Balanced Program. This program combines our CAN SLIM System with a more conservative approach in a 50/50 ratio.
< Brochures and Fact Sheets
CAN SLIM® Private Clients from NorthCoast Asset Management
6 Glenville Street | Greenwich, CT 06831 | 888.422.6754 | info@canslimpc.com