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. Portfolio managers and associates work together to ensure that each relationship has an unparalleled client experience. 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.
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.
Services
NorthStar Asset Management was founded in 2000 and is an employee - owned Investment Advisory firm. NorthStar provides Investment and Wealth Management services for high-net- worth individuals, families, foundations and endowments. Our independence allows us to focus solely on our client's objectives and provide a holistic approach to wealth management.
NorthStar's Portfolio Managers, on average, have more than 30 years of investment experience. Every relationship is unique and our clients are not directed into a pre-designated model or strategy. Instead, we provide individual account management and an exeptional client experience. Our clients work directly with a dedicated investment manager to develop a customized investment program that addresses the client's individual investment objectives.
At NorthStar we view our clients' capital as irreplaceable. Our philosophy is to provide our clients with investment portfolios that are designed to participate in rising markets and preserve capital in declining markets. Each relationship has unique circumstances, risk tolerances and lifestyles needs that will guide and determine the final composition of their portfolios.
Reviews
Be the first to review Northstar Asset Management.
Write a Review
