Business Details
23 Years
experience
Trusted Investment Management Chicago
North Star Investment Management has been guiding investors through complex financial markets for over two decades. Our firm specializes in creating personalized investment strategies, financial planning solutions, and family office services tailored to individual client needs. With a team of experienced professionals, we combine deep market expertise with a commitment to exceptional client service. Our investment philosophy focuses on identifying undervalued opportunities across various asset classes, including our proprietary Micro Cap and Dividend Funds. As an independent Registered Investment Advisor, we maintain a fiduciary responsibility to act in our clients' best interests.Our comprehensive approach extends to trust services, tax planning, and customized portfolio management. The firm's culture emphasizes investment excellence and long-term client relationships built on trust and transparency. With offices in Chicago and Highland Park, we serve both individual and institutional clients. Our track record includes 20 years of continuous operation as an independent advisory firm. This enduring commitment to financial stewardship positions us as a trusted partner for navigating today's dynamic markets.
Services
Investment Management
Mutual Funds
Family Office Services
Financial Planning
Wealth Management
Trust Services
Tax Planning
Portfolio Management
Retirement Planning
Estate Planning
Details
- Year established: 2003
Highlights and features
- Decades of experience managing over $X billion in assets
- Proprietary Micro Cap and Dividend Fund strategies
- Comprehensive family office services for high-net-worth clients
- Team of CFPs, CFAs, and Certified Trust Advisors
- Client-centric approach with personalized investment solutions
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Investment Management
North Star offers tailored investment management solutions using exchange-traded funds, mutual funds, and individual securities. Our strategies focus on capital appreciation through careful market analysis and asset allocation. We provide equity, fixed income, and balanced portfolio options for both individual and institutional investors.
Family Office Services
Our family office services provide comprehensive financial solutions for high-net-worth individuals, including trust administration, tax planning, and estate management. We coordinate complex financial matters while maintaining personalized service and attention to multi-generational wealth transfer needs.
Mutual Funds
We manage five distinct mutual funds with varying risk profiles, including Micro Cap Fund, Dividend Fund, and Bond Fund options. Each fund follows specific investment objectives while maintaining our commitment to identifying undervalued market opportunities through fundamental research.
Financial Planning
Our financial planning process helps clients achieve life goals through systematic analysis of their financial situation. We develop customized strategies covering retirement planning, tax optimization, and estate management while providing ongoing guidance as circumstances change.
Trust Services
We offer comprehensive trust services including estate administration, tax compliance, and wealth transfer planning. Our experienced team provides fiduciary support while coordinating with legal and tax professionals to ensure proper implementation of estate plans.
People
Peter Gottlieb
Chairman & Chief Executive Officer
With 34 years of financial industry experience, Peter Gottlieb leads North Star as Chairman & CEO. He manages multiple investment funds and brings extensive expertise in portfolio management and client relations.
Eric Kuby
Chief Investment Officer
Eric Kuby, with 40 years of experience, serves as Chief Investment Officer. He oversees investment strategies and manages key funds while providing market insights through his weekly commentary podcast.
Sharon Egan
Director of Financial Planning
Sharon Egan, a Certified Financial Planner with 20 years of experience, leads financial planning initiatives. She specializes in helping clients align financial decisions with life goals through comprehensive planning strategies.
Michael Mazursky
Founder & President
Michael Mazursky, with 30+ years in insurance and financial services, leads North Star Benefits. He provides expert guidance on insurance solutions and benefit planning for personal and corporate clients.
Matthew Schwerin
Portfolio Manager
Matthew Schwerin, a CFA charterholder with 18 years of experience, manages investment portfolios and provides financial planning services. He combines analytical expertise with practical investment solutions for clients.
Questions
What investment strategies does North Star offer?
We offer equity, fixed income, balanced, micro cap, dividend-focused, and customized investment strategies tailored to individual client needs and risk profiles.
Do you provide family office services?
Yes, our North Star Family Office provides comprehensive services including trust administration, tax planning, and multi-generational wealth management for high-net-worth families.
What mutual funds do you manage?
We manage five mutual funds: Micro Cap Fund, Dividend Fund, Small Cap Value Fund, Opportunity Fund, and Bond Fund with distinct investment objectives.
Are you a fiduciary financial advisor?
Yes, as a Registered Investment Advisor, we operate under fiduciary standards and are legally obligated to act in our clients' best interests.
How do you approach financial planning?
Our financial planning process includes four steps: information gathering, analysis, recommendation presentation, and ongoing adjustments to meet evolving life goals.
