Cold Creek Capital

SMALL AND MID CAP SPECIALIST

About Cold Creek

• Cold Creek Capital, founded by Alan Norton, CFA and Thomas P. Norton, CFA in 2014, is an employee owned and operated investment manager.
• The firm‘s focus is on creating and managing high quality, diversified Mid and Small Cap growth portfolios for both institutional and high net worth clients.
• The founders have more than 50 years combined experience in the financial services industry with the majority of that focused on fundamental research, stock selection, portfolio construction and portfolio management.

Experience Matters

Global Markets. Single Account.

Why Invest With
Cold Creek

It’s Your Retirement Money. Invest It Your Way.

Aligned Goals

As an employee owned investment manager our success is dependent on the success of our clients. Our focus is on investment results and superior client service.

Small & Mid Cap Focus

The Small & Mid Cap market segments generally have greater return potential than overall market and fundamental research adds greater value.

Expertise

Our Team has over 50 years of combine experience constructing investment portfolios. We have the knowledge and temperament to steer through all market and economic cycles.

Process

Cold Creek employs fundamental research based investment process which provides consistency in portfolios across all economic environments.

Labor

Client Service As a investment management firm Cold Creek’s portfolio managers are always available to discuss the markets, Small & Mid Cap investment strategies and the applications to your financial requirements

LEARN MORE ABOUT INVESTMENTS

Investment Strategies

Cold Creek Investment Philosophy

We believe in constructing well diversified portfolios of high quality companies with solid financials, strong management teams and sustainable competitive advantages.

Small Cap Growth Strategy

A diversified portfolio focused on securities with market capitalizations of $3 billion and below.

Mid Cap Growth Strategy

A diversified portfolio focused on securities with market capitalizations between $3 billion to $10 billion.

Concentrated Smid Cap Growth Strategy

A concentrated portfolio of between 8 & 15 securities taken from our Small Cap and Mid Cap strategies. A “best ideas” portfolio that offers the potential for high returns and a low correlation to the market.

Customized Individual Portfolios

Customized investment plans built to client specific needs and circumstances.