A complete list of active advisors currently associated with Northstar Asset Management Company, LLC

Warmer can help you find a great advisor at Northstar Asset Management Company, LLC or one who fits your needs even better.

NorthStar Asset Management Company provides investment management to individuals, high‑net‑worth clients, businesses, charitable organizations, and pension and profit‑sharing plans on both discretionary and non‑discretionary bases. The firm also offers ERISA fiduciary services for retirement plans, including investment policy preparation, qualified default investment alternative (QDIA) selection, performance monitoring, and participant advice. NorthStar follows a growth‑biased investment approach grounded in fundamental analysis and asset allocation optimization, implementing portfolios with individual stocks and bonds, mutual funds, and ETFs while routinely maintaining a portion of assets in cash and, in limited instances, using margin. Portfolio managers regularly review accounts and make adjustments intended to align holdings with clients’ objectives and risk tolerances, and the majority of the firm’s assets are managed on a discretionary basis. The firm is notable for managing approximately $660 million with a compact advisory team, producing a high level of assets under management per advisor relative to peers. NorthStar is the successor to an earlier registered adviser dating back to 2000, does not participate in wrap fee or performance‑based fee programs, and discloses policies addressing conflicts tied to rollovers, custody, and brokerage relationships.

To learn more about the advisors currently working at Northstar Asset Management Company, LLC, 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.