A complete list of active advisors currently associated with Northstar Investment Partners

Warmer can help you find a great advisor at Northstar Investment Partners or one who fits your needs even better.

Northstar Investment Partners provides investment advisory and portfolio management services to individual clients, including individual and joint accounts and accounts for minor children of current clients. The firm is a fee‑only registered investment adviser and delivers custodial reporting with trade confirmations and regular account statements. The firm bases recommendations on each client’s stated goals and time horizon while evaluating market, company and risk factors to seek capital appreciation. Northstar discloses that it may employ option strategies — including protective puts, cash‑secured puts, covered calls, equity collars and covered combos — as part of its portfolio management approach. With about $16 million in assets under management across roughly 50 client relationships, the firm operates at a modest scale compared with many peers. Its explicit use of multiple option strategies and the stated willingness to manage minor‑child accounts are features less commonly disclosed by similar independent advisers, and the brochure reports no material disciplinary events.

To learn more about the advisors currently working at Northstar Investment Partners, 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.