A complete list of active advisors currently associated with North Star Asset Management Inc
Warmer can help you find a great advisor at North Star Asset Management Inc or one who fits your needs even better.
North Star Asset Management, founded in 1996, provides discretionary and non-discretionary investment management and financial planning to individuals (including high‑net‑worth clients), banks, trust companies, corporate plan sponsors, endowments, and other institutions. The firm manages roughly $3.3 billion in client assets with a multi‑advisor investment team and charges fees primarily as a percentage of assets under management; it does not accept commissions or participate in wrap fee programs. NSAM uses a team approach with 13 investment professionals (including multiple CFA charterholders) to tailor portfolios to client objectives, combining high‑quality, consistent‑growth equities and investment‑grade fixed income. Investment decisions are driven by proprietary fundamental research — including company visits, conference calls, and an internally developed dividend‑discount valuation model — with equity portfolios concentrated across 15–20 industries, typical position limits near 7%, and an intentionally low turnover (about 20% annually, or roughly a five‑year holding period). Compared with many peers, the firm has an unusually high concentration of CFA charterholders and is entirely employee/family owned, and it supplements in‑house research with soft‑dollar relationships (e.g., Barrington Research and William Blair). NSAM also provides “other‑adviser” services (quarterly reviews and recommendations to other registered advisers), and maintains formal compliance and proxy‑voting procedures (the CCO holds an IACCP designation and the firm uses ProxyEdge for vote records), which are notable operational features for a firm of its size.
To learn more about the advisors currently working at North Star Asset Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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