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"We match each individual investment portfolio to the needs and wishes of each client. It is a degree of customization that sets us apart from other investment managers."

-- Moses Taylor
   
CUSTOM PORTFOLIOS
TOOLS FOR DIVERSIFICATION
STOCK SELECTION
COMPREHENSIVE REPORTING
   
Custom-Tailored Portfolios

Whether your assets have grown over the years or are the result of instant wealth from such windfalls as the sale of a business, inheritance, or divorce settlement, Northstar has the experience and capability to manage your investments in a program that best meets your objectives, including:

  • Personalized investment portfolios
  • Personal and family trusts
  • Retirement accounts
  • Endowments and foundations