Our Company

The Secret to Our Success is the Continuity, Experience, and Commitment of our Investment Team.

The key to our performance has been the continuity of an experienced team of investment professionals committed to fundamental research on consistent growth companies.  Having worked together for most of our careers, our investment team has been consistent in its investment approach as well as its attention to client service.

 

Our investment team shares a common goal: uncovering and analyzing  consistent growth companies in which to invest.  In this ongoing pursuit, our analysts and portfolio managers perform independent fundamental research, exchange ideas with Wall Street analysts, and engage in active dialogue with the management of the companies in which we invest.  New investment ideas are the fuel that drives our performance.

 

Our portfolio managers also focus on building long-term relationships by creating client understanding and confidence in our investment decision-making process.    The unique skills and experiences of our investment team allow our clients to focus on other aspects of their business, life, or organization, while we help them maximize wealth by managing their investments and coordinating the talents of all of our clients’ accounting and legal advisors.

 

Successful investing doesn’t follow a straight line from picks to profits.  To succeed consistently, our investments are based on a strict investment process that has been shaped by over 200 years of combined experience. 

 

We Serve Clients Throughout the United States and Several Foreign Countries.

North Star Asset Management has client relationships with high net worth individuals and families, as well as institutional investors such as corporate retirement plans, endowment funds and foundations.  We serve clients in 34 states and several foreign countries.


Client Relationships (in red)
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