Creating and preserving wealth for our clients is our only business. Our portfolio managers are knowledgeable in handling individual portfolios, multi-generational relationships and institutional holdings, and we are tax-sensitive where appropriate.

We bring the NorthStar investment discipline to guide us in meeting each client's unique needs. We work with each client to identify specific objectives and establish portfolio guidelines. This is reviewed on a regular basis to ensure that we continually address our clients' changing needs in an evolving marketplace.

We provide each client with a report on a quarterly basis presenting their portfolio's valuation, profiles of newly purchased securities, performance analysis and investment commentary. Meetings are scheduled to suit client circumstances.

Portfolio managers and their assistants are always available to answer questions or provide assistance with a client's broader financial plan. The confidentiality of each client's affairs is strictly observed and carefully guarded. We have built our reputation on the longevity of our client relationships which are based on outstanding performance and exceptional service.

To connect to the SEC IARD page and view our ADV Part 1, click here. Our firm's IARD/CRD number is 109185.

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