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.
Credentials include:
- Five MBAs
- Four CFPs
- Two J.D.s
- One CFA
- One CPA
- One CLU/ChFC
Why you should invest with North Star
- Customized investment portfolios
- Experienced portfolio managers
- Unique investment strategies: Equity, Fixed Income, Balanced, and Specialized
- Regular, ongoing communication
- Easy-to-understand performance reports
- Flexible custody options
- Transparent fee structures
- Financial planning, insurance, retirement planning, and college saving resources
- Responsive, courteous, and knowledgeable administrative team
Services by the Numbers
- $1.37 billion total assets under management
- $297 million in North Star Mutual Funds
- $1.07 billion in separately managed accounts
- More than 1,800 separately managed investment advisory accounts
- 21 investment professionals with nearly 147 years of combined industry experience
- Clients in 47 states and 4 countries
- Comprehensive insurance solutions for over 500 individual clients
- Benefit planning for over 100 corporate clients
- More than $1 billion of in-force life insurance
as of Mar 31, 2019
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.