Our Philosophy

Quite simply, our philosophy is grounded in paying careful attention to what history has taught us, and putting those lessons to work in a smart and strategic way for today’s economic climate. That means that we take a unique approach to guarding your wealth while we also work diligently to make sure it grows.

At Northstar, we work strategically and wisely for you.

• We believe in investing defensively – so no matter what roller coaster ride the market is on, you are securely set on your own steady growth curve.
  
  
• We believe in the concept of helping you have strong, reliable dividends and interest payments to serve as your “paychecks” for years to come, rather than aiming for the moon and hoping for big wins to offset scary losses.
  

  A Disciplined Approach

  Northstar is fortunate to have experienced and gifted portfolio managers who deliver personal service and investment management that is tailored to meet clients' specific needs. Behind the service is a disciplined and consistent approach to asset allocation, security selection and risk management. All Northstar portfolio managers actively participate in the investment process, lending their insights and experience to the mix of ideas and innovative thinking that create our strategies.

  Each member of the research team monitors the specific companies Northstar invests in or is considering for investment. The research team meets formally twice each week to exchange ideas and discuss news affecting the relevant companies. These collaborative sessions provide an ideal forum for the dissemination of vital information and timely analysis to the portfolio managers.