You hire Northstar to make the important decisions affecting your portfolio and to execute appropriate trades of individual stocks and bonds. While this relieves you of this time-consuming and often stressful responsibility – to say nothing of the investment knowledge involved, you are kept informed and up-to-date on the status of your portfolio through ongoing personal communications:

• Quarterly reports with detailed information on portfolio activity and performance
• Portfolio review letters from your Northstar advisor
• Timely personal conversations
• Face-to-face meetings, at your discretion, to address your questions and review investment strategies