The North Star Dividend Fund is converted to a mutual fund.
Elaine Scroggins joins North Star.
Total client assets exceed $1 billion for the first time.
The North Star Bond Fund is launched.
William Richards joins North Star and establishes North Star Family Office.
Allen Berg joins North Star.
Shannon Sandler joins North Star.
Heather Kaplan joins North Star.
Vanetta Brown joins North Star.
Andrew Eisenberg joins North Star.
June Popio joins North Star.
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.