Choosing NorthStar Asset Management, Inc.

Choosing an investment relationship is an incredibly personal process. At NorthStar, we initially speak with most potential clients by phone, and then follow up in person so that we can help you assess whether NorthStar would be a good fit for you and your family. During the inital phone consultation, we will ask you to share basic information about your financial situation, your social criteria and your goals. The next step would be to set up a personal appointment, either at our office in Boston or at a place that is convenient for you (as geography allows).

Deciding on an investment advisor can be time-consuming, and we are happy to spend as much time with you as you need to determine if NorthStar is the right fit for you.

We believe that another extremely valuable tool in making this decision is to get references from existing clients. As issues of confidentiality are obviously of the utmost concern, we will take the information we've gathered from our meetings with you, match you with a client who may have a similar situation as yours and ask that client to act as a reference.

We provide performance material to potential clients upon request. A minimum investment of $1,000,000 is required for clients, and our maximum fee is 1% of managed assets.

Please feel free to contact us at (617) 522-2635 or info@northstarasset.com if you would like to set up a consultation.