Guiding Investors.

Navigating Markets.

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The North Star Family of Financial Services’ philosophy is to create investment strategies that reflect each investor’s particular needs and goals. Our team of experienced investment professionals will help navigate your portfolio through volatile markets while attempting to illuminate value and uncover unique investment opportunities.

Services

Mutual Funds

North Star Mutual Funds offer a number of investment strategies that provide exposure to publicly traded stocks and bonds.

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Family Office

North Star Family Office is an independent firm providing customized family office services to high-net-worth individuals and their families.

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Financial Planning

North Star Financial Planning helps you meet your life goals through the proper management of your finances.

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Benefits

North Star Benefits provides comprehensive insurance and benefit planning solutions for personal and corporate clients.

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SMA Strategies

North Star Investment Management Company offers Separately Managed Account Strategies to individualize portfolio based on clients’ goals.

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Dedicated to guiding investors through the investment decision-making process.

North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.

The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.