CompassNorthStar

Asset Management, LLC

Investment Philosophy Client Services Portfolio Managers Contact Us

NorthStar Asset Management specializes in the individual management of portfolios of private clients and foundations.



While we are guided by the philosophy that both the creation and preservation of wealth is best attained through a growth bias, we understand that asset allocation as well as specific holdings within a portfolio are best determined by matching client objectives with their individual circumstances and risk tolerances.


Our investment discipline is inclusive and preserves the flexibility to focus upon the most attractive opportunities presented by an ever changing market environment.


Our clients have entrusted us with over $350 million of assets, the majority of which are in discretionary accounts. Our portfolio managers have experienced multiple market cycles.