Over the past ten years, it has become popular to define one’s approach to investments in the most narrow of terms. This has been encouraged by the pension plan consultants who recommend multiple managers, each directed to achieve a specific objective within a larger asset pool. NorthStar’s approach is less restrictive and considers the overall objectives of a portfolio. Client circumstances and risk tolerances determine the final composition of their portfolios. Our clients may own larger as well as smaller stocks, higher P/E stocks as well as lower P/E stocks, etc. Our discipline is inclusive and preserves the flexibility to focus on the best opportunities presented by a continually changing market environment.


We focus on industries that have long-term positive growth trends. Our investment discipline directs us towards companies having a dominant strategic position, with a specific focus on innovation. We then consider specific company fundamentals and valuation criteria that guide us in determining when to buy or sell a stock and how to weight these holdings within the specific objectives of the client’s portfolio.

While performance is the final report card, we believe performance and service go hand in hand, and we strive to provide both at the highest level. NorthStar provides a superior quality of service and communication expected by both individual and institutional investors. We believe this is critical to our thorough understanding of our clients’ objectives and enhances our ability to achieve the desired investment returns.