At Northstar, we take a disciplined approach to investing that has been honed through decades of investment experience.  This process begins with a thorough review of your current assets. Your goals and expectations are defined through an extensive personal consultation with one of our money managers.  

From there, we analyze your information and investments to design an investment portfolio that meets your goals, time horizon and changing needs and circumstances. We construct your portfolio with an asset allocation mix and investment diversification that’s appropriate for your circumstances.Our stock selection process is time-tested and incorporates both fundamental and technical analysis. And we keep you informed with timely communications about your investments.

Our service goes beyond the standard offerings. We consider ourselves your financial quarterback and we will work with you to solve problems that go beyond investing. If necessary, we can provide referrals to trusted professionals to help you achieve your goals. 

The result: an investment strategy that takes in all facets of your financial life and is custom made for you.