Why North Star?
WHY SELECT NORTH STAR ASSET MANAGEMENT?
Background
- Independent registered investment advisory firm founded in 1996.
- Assets under management exceed $800 million.
Staff
- Team of 10 investment professionals with over 175 years of combined investment experience.
- 6 Chartered Financial Analysts (CFA™).
- 2 Certified Public Accountants (CPA).
- 3 Certified Financial Planners (CFP®).
Equity Approach
- Consistent growth companies at a reasonable price.
- High quality firms with strong balance sheets.
- Large, mid-sized, and smaller capitalization stocks.
- Domestic and international exposure.
- Well-diversified portfolios with low turnover.
Research
- Proprietary fundamental research involving company visits.
- Wall Street research and dividend discount valuation model.
Service
- Limited number of clients per portfolio manager.
- Flexible portfolio management responsive to clients’ needs and objectives.
- Reasonable fees.
Clients
- High net worth individuals.
- Corporate retirement plans and IRA rollovers.
- Endowments, foundations, public funds and corporate accounts.
