Barnstable, MA Office

FourStar advises individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement‑plan consulting. Financial planning components (cash flow, tax, estate, charitable giving, insurance) are available standalone or as part of comprehensive wealth‑management engagements.

The firm combines fundamental and technical analysis and typically allocates client assets among mutual funds, ETFs, individual debt and equity securities, options, and third‑party independent managers, with portfolios managed primarily on a discretionary basis and tailored to clients’ risk tolerance and time horizon. FourStar also may recommend privately placed securities and invest eligible clients in pooled investment vehicles, while conducting ongoing monitoring of independent managers and model allocations.

Compared with many multi‑team peers, FourStar both operates and advises private funds and handles portfolio management for pooled vehicles, with client assets placed in those funds subject to fund‑level management fees (and not a separate advisory fee) and to required annual surprise examinations because of indirect custody. The firm discloses that several supervised persons are licensed insurance agents and registered representatives (which can generate commissions), and that some supervised persons are affiliated with another adviser that manages private funds; it cites disclosure and internal review as means to address those potential conflicts, and also notes relationships with numerous fund families that sponsor events for the firm.