Investment Management Services

At NorthStar, we offer comprehensive services that go beyond simply managing funds, and we have over fifteen years' experience working with clients who have unique situations and needs. We help our clients in the GLBT community to navigate legal obstacles related to property and inheritance; we work closely with younger people with inherited wealth who may be the first in their families to explore socially responsible investing. Whatever your concerns are, we may be able to address them in a manner that larger, more traditional money managing firms might not.

Our services include:

• Consolidated financial statements that list all holdings, including traditional stock and bond investments, mutual funds, CDs and alternative investments such as community loan funds or loans made to individuals.


• Individually managed portfolios that reflect an asset allocation strategy that incorporates an individual's overall financial position. This tailored investment approach considers the tax bracket and social concerns of the individual client.


• Collaboration with other financial professionals (such as accountants and lawyers) which allows an individual's assets to be managed harmoniously as part of a larger plan.


• Financial services that include cash flow management, budgeting, capital investments, tax strategies, real estate advising and philanthropy.


• Personal attention by phone and in person that enables clients to review their portfolios and discuss all financial questions.

Interested in becoming a NorthStar client?

Click here to read about the process, and how we can help you create your ideal portfolio.