Investment Management
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.
Personalized Risk Management
If you’re taking more risk than you expect, you may be setting yourself up for damaging behaviors when markets turn volatile.
We believe investors should be proactive in avoiding major loss from deep and sustained bear markets by applying disciplined, non-emotional rules to reduce equity exposure in parts of their portfolio.
We are able to offer clients a full selection of the highest quality investment solutions. As an independent firm, we never lose sight that we first and foremost work for you, the client.
Given the very high importance of managing your life savings and achieving your long-term financial objectives, we believe working closely together and educating you on your investments is our #1 priority at NorthStar.
Your portfolio will reflect your comfort level.
Whether you’re more interested in conservative investments, being aggressive with your investing, or if you’re unsure, our team will educate you on options that match your needs and risk tolerance.
We’ll help you create a dynamic plan to respond to these challenges, adapt to the future, and help you gain confidence- for life.
How much risk are you taking today?
NorthStar uses Riskalyze, an award-winning technology that quantifies your level of risk. Using this tool, we’ll work to help you create a portfolio that aligns with your investment goals to better ensure a solid plan for your financial future.
Click below to try Riskalyze, you could discover as many do that there is a significant difference between the amount of risk you want to take and what you’re actually taking.