Why North Star?

WHY SELECT NORTH STAR ASSET MANAGEMENT?

Background

  • Independent registered investment advisory firm founded in 1996.         
  • Assets under management exceed $1 billion.

                 

Staff

  • Team of eleven investment professionals with an average of 20 years of investment management experience.
  • Seven Chartered Financial Analysts (CFA™).
  • Two Certified Public Accountants (CPA).
  • Three Certified Financial Planners (CFP®).

 

Investment 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 and families.
  • Corporate retirement plans and IRA Rollovers.
  • Endowments, foundations, and corporate accounts.


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