Investment Portfolio
Management
Modern Investment Solutions
The retirement landscape is always changing. Interest rates, market volatility, global debt, tax changes and the 2008 market downturn have affected the way retirees and pre-retirees view financial planning.
The old way of assessing risk, stereotyping investors into categories of “conservative,” “moderate,” or “aggressive,” simply doesn’t work — the spectrum of risk tolerance is far greater than just 3 black and white categories. This dated method forces investors into the “closest fit” instead of the right fit.
We appreciate that all investment styles will cycle in and out of favor over time. To mitigate the risk on having a portfolio entirely bound by a single, out-of-style approach, we believe portfolios should be inclusive of a variety of asset allocation methods that you are 100% comfortable with.
Independent Financial Assistance
As an independent investment advisory firm, we are not constrained to offering just “approved” securities on our “platform.”
Unlike many larger and complex firms, NorthStar is not constrained by special behind-the-scenes arrangements that might impair our interest and ability in providing you with the absolute best possible investment solutions at the lowest cost.
