You should work with a firm whose values about money reflect your values about money. At Northstar, we value careful, prudent and balanced solutions to money and wealth management. Here are some of the other tenets we value:
Trust. Successful investment advisory relationships are based on trust. You should know that investment advisors are required to adhere to a rigorous fiduciary standard of care when managing client assets. A core principle of the fiduciary standard is that investment advisors must put their clients’ interests first. At Northstar, we take this obligation seriously. We work hard to live up to our clients’ expectations every day.
Independence. You should expect your investment advisors to be independent and to form their own opinions about what investments are prudent and in the best interests of clients. Our belief is that independence comes from our ownership structure. Because the principals of Northstar own and operate the firm, we answer only to our clients and ourselves. We have purposely chosen this business structure so that we can deliver independent advice to you.
Expertise. Northstar is led by a team that understands the risk and return parameters of the financial markets and can offer prudent and careful guidance. You can review our backgrounds, education, credentials and writings to get a sense of our competence. In your interviews with us, see how we answer and explain our strategy. Does it make sense to you and do we have a command of what we are doing? We certainly believe we do, and strive to serve as leaders in our industry.
Responsiveness. As an independent advisory firm, we pride ourselves on providing direct, personal service to our clients. Our goal is to respond to client requests promptly, and to provide a high level of personal service through our Northstar team.
Transparent Fees. Northstar is a fee-only advisor, meaning that the compensation we receive comes from the investment advisory fees we charge our clients. We do not receive commissions or outside compensation. Our fees are clear, transparent and competitive in our industry.
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Northstar requires a $2 million account minimum.