Independent
As a privately employee owned firm our process reflects our belief that sound investment advice stems from unbiased research and judgment that leads to strong results.
Focus
We remain singularly focused on providing comprehensive wealth management services. Therefore, our attention is undivided and our intentions are transparent.
Attention to Detail
Portfolio managers and associates work together to ensure that each relationship has an unparalleled client experience.
In Memorium
Edward B. Putnam
1953 – 2021
All of us at NorthStar Asset Management mourn the passing of one of our founders, Ned Putnam.
Ned began his career in 1976 when he joined Provident National Bank’s Trust Department where he served as investment unit head for high net worth individuals and families. During his tenure with Provident, Ned had senior responsibility for managing investment portfolios for individuals and charitable groups as well as trust administration. In 2000, he formed NorthStar Asset Management where he became the CEO and headed the investment processes at the firm. His guidance, wisdom and foresight were the driving force in the firm’s success.
We unite in honoring his legacy of kindness, integrity and entrepreneurial spirit.
We specialize in the individual management of assets for private clients, families, foundations, and endowments.
We are guided by the philosophy to position clients’ portfolios in an effort to protect and enhance their lifestyles.
We'll set you on the right path
contact usA Superior Experience
We believe investment performance and a great client experience go hand in hand and we strive to provide both at the highest level. All team members work together in an effort to ensure that each relationship has an uncommon level of personalized attention. We believe this is critical to best understand our clients’ objectives and enhances our ability to achieve the best possible outcomes.