Guiding investors. Navigating markets.

The North Star Family of Financial Services is dedicated to simplifying the investment decision-making process for investors, and providing the highest-quality service for your financial needs.

Investment Management

At North Star, our philosophy is to create investment strategies that reflect each investor’s particular needs and goals. Our investment professionals have, on average, over twenty years experience in the investment management industry.

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as of  December 31, 2020

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.