Northstar Asset Management

At NorthStar Asset Management Company, we are dedicated to providing comprehensive wealth management services to our clients. Our team of experienced professionals is committed to delivering exceptional service and achieving outstanding investment results. We believe that every client is unique, and we take a personalized approach to understanding their financial objectives and guiding them towards their goals.

Our Philosophy

At NorthStar, we are guided by a set of core principles that drive our approach to wealth management. We believe in providing unbiased research and investment advice, free from conflicts of interest. We prioritize transparency in our communication and strive to create a deeply personal relationship with each client. We also recognize the importance of longevity in our approach, thinking in terms of generations rather than quarters.

Our Services

As an independent firm, we specialize in providing investment management services to high-net-worth individuals, families, foundations, and endowments. Our team of experienced professionals offers a holistic approach to wealth management, combining portfolio management, tax planning, estate planning, and philanthropic consulting.

Our Team

Our team of professionals includes experienced portfolio managers, analysts, and support staff. Our team members bring a wealth of knowledge and expertise to their work, with an average of 30 years of experience in the financial services industry. Our team is committed to staying up-to-date with the latest research, regulatory changes, and market trends to ensure that our clients receive the best possible service.

Our Approach

At NorthStar, we believe that every client is unique, with their own distinct financial goals and objectives. We take the time to understand each client's individual circumstances and develop personalized investment strategies tailored to their needs. Our team works closely with each client to understand their risk tolerance, investment horizon, and financial goals. We then work to create a customized investment program that aligns with their objectives and helps them achieve their financial aspirations.

Our History

NorthStar Asset Management Company has been providing investment and wealth management services since 2000. Our commitment to our clients has earned us a reputation for excellence and trust. Our team of professionals is dedicated to delivering exceptional service and achieving outstanding investment results.