North Star Investment Management Corporation offers Separately Managed Account Strategies to individualize portfolio based on clients' goals. North Star Family Office is an independent firm providing customized family office services to high-net-worth individuals and their families. North Star Financial Planning helps you meet your life goals through the proper management of your finances.
North Star Benefits provides comprehensive insurance and benefit planning solutions for personal and corporate clients. North Star Mutual Funds offer a number of investment strategies that provide exposure to publicly traded stocks and bonds.
North Star Benefits provides comprehensive insurance and benefit planning solutions for personal and corporate clients. North Star Mutual Funds offer a number of investment strategies that provide exposure to publicly traded stocks and bonds.
Services
The North Star Family of Financial Services is dedicated to guiding you and your family's financial decisions. At North Star, our philosophy is to create investment strategies, financial and benefit plans as well as family office services that reflect your particular needs and goals. Our clients benefit from personal attention and knowledgeable advice from staff that will help you navigate today's complex global financial markets.
A Dedicated and Experienced Team - North Star's culture is built on a commitment to investment excellence and customer service. Peter has over 31 years of experience in the financial industry. In addition to working with individual clients and families, Peter acts as portfolio manager for the North Star Micro Cap Fund, the North Star Dividend Fund, the North Star Bond Fund and the North Star Opportunity Fund.
The dynamics and intricacies of today's global financial markets have made investing an increasingly complex challenge. The primary objective of the North Star Equity Strategy is long term capital appreciation. The Strategy utilizes exchange traded funds, mutual funds and individual securities.
Investment Manager's Perspective: Depending on the market, this strategy may provide exposure to stocks of various capitalizations (small, medium or large), types of stocks (growth or value) as well as specific market sectors.In addition, when appropriate, this Strategy may allocate to international stocks and currencies.
Investment Manager's Perspective: Depending on the market, this strategy may provide exposure to stocks of various capitalizations (small, medium or large), types of stocks (growth or value) as well as specific market sectors.In addition, when appropriate, this Strategy may allocate to international stocks and currencies.
North Star Financial Planning helps you meet your life goals through the proper management of your finances. The financial planning process involves gathering relevant information, setting life goals and examining your current financial status. We will then develop a strategy to meet your objectives given your current situation and future plans.
North Star Benefits provides comprehensive insurance and benefit planning solutions for Personal and Corporate clients. We specialize in the areas of life, health, disability, and long-term care insurance, as well as an array of corporate insurance products. North Star Benefits provides value through a forward-thinking methodology and high-end service.
Reviews
Be the first to review North Star Investments.
Write a Review
