A complete list of active advisors currently associated with Star Capital Inc.
Warmer can help you find a great advisor at Star Capital Inc. or one who fits your needs even better.
Star Capital serves individual and high‑net‑worth clients with discretionary portfolio management, investment consulting, qualified retirement plan consulting, and sub‑advisory services. The firm provides ongoing portfolio monitoring and delivers financial planning at no additional cost as part of its advisory relationship. The firm manages a series of model and focused portfolios (Orion, Taurus, Sagittarius, Pisces, Gemini II, Centaurus, and STAR Virgo) and applies a staged screening process that combines fundamental and technical analysis to identify buy opportunities. Several strategies emphasize specific exposures — for example, dividend‑oriented large‑cap equities, sector‑rotating ETF allocations, a dedicated preferred‑stock portfolio, and a short‑duration U.S. Treasury ladder — and the STAR Virgo strategy pairs longer‑term equity holdings with a short‑duration, defined‑risk options overlay. Star Capital is notable for charging performance‑based fees on the STAR Virgo strategy and managing those accounts side‑by‑side with standard AUM‑fee accounts (performance arrangements are limited to qualified clients), a practice that the brochure discloses and for which the firm maintains policies to address conflicts. The firm also acts as a sub‑adviser to other advisers, discloses advisor registrations with a broker‑dealer and affiliated tax/accounting services, and routinely directs custody/execution to a single recommended custodian while using standing letters of authorization — operational and affiliation features that differentiate it from many peers.
To learn more about the advisors currently working at Star Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Edina, MN
| 11
| |
Edina, MN
| 25
| |
Marion, IA
| 7
| |
Rochester, MN
| 11
| |
Fairhope, AL
| 26
| |
Fairhope, AL
| 2
|
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