A complete list of active advisors currently associated with North Star Wealth Management
Warmer can help you find a great advisor at North Star Wealth Management or one who fits your needs even better.
North Star Wealth Management provides discretionary portfolio management and financial planning services to individuals (including high-net-worth clients) and to corporate or business entities. The firm prepares an Investment Policy Statement for each client, tailors allocations to goals and risk tolerance, and charges asset-based fees for ongoing management. The firm combines fundamental and quantitative analysis and primarily recommends ETFs and fixed income instruments while implementing model allocations tailored to clients. Its trading toolkit includes long- and short-term strategies and explicit use of options trading (covered, uncovered, and spread strategies); the adviser seeks discretionary authority to execute transactions in line with each client’s IPS. What is distinctive about the firm is its use of derivatives and option strategies within separately managed accounts, a practice that is uncommon among independent advisers and carries additional risk considerations. The firm also advises corporate/business clients in addition to individuals and manages roughly $169 million in discretionary assets across about 75 client relationships, with financial planning provided to portfolio clients at no additional cost.
To learn more about the advisors currently working at North Star Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Northbrook, IL
| 24
|
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