Having a strong giving tradition provides charitable gifts that support organizations committed to progressive causes. These steps result in the construction of portfolios that integrate financial goals while upholding a commitment to social change.Synthesizing our broad market outlook and the individual needs of the client, we combine direct investments in global equities, investment grade bonds, community loan funds, alternative “outside” investments and cash to create a vibrant and well-balanced portfolio.We carefully choose public equities from each of the major industry groups. Founded in 1990, we have three decades of experience in wealth management with a socially responsible focus. NorthStar began in 1990 as a public equity and fixed income manager. Wealth management begins with an analysis of the social, ecological, and political problems of our time and with deep conversations with our clients. We build customized equity and fixed income portfolios by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts.Our team of 11 investment professionals, including 9 CFA charterholders, 2 CFP professionals and 2 CPAs, has over 200 years of combined investment experience.Founded in 1996 to ensure the continuity of our team and investment approach as well as our commitment to personalized client service, we have grown assets under management to well over $1 B.Access our views on current economic and investment trends.Read frequently asked questions and related answers pertaining to North Star Asset Management.Our new address is: 134 E. Wisconsin Avenue One Neenah Center, Suite 300, Neenah, WI 54956-3007 This field is for validation purposes and should be left unchanged.
We are happy to discuss our performance and metrics with any potential clients.NorthStar is profoundly client-centered. Our overall performance is also measured against traditional financial benchmarks for balanced accounts, even though some of our investments are outside the scope of these benchmarks.
NorthStar’s mission is to provide integrative and effective portfolio management by connecting social concerns to stock selection, asset allocation, and activism. This website is only intended for clients and interested investors residing in states and countries in which NorthStar is qualified to provide investment advisory services. Our approach has been guided by our deeply-held belief that the financial system is broken, that people are suffering, and that we need to help our clients use their resources to effect change.NorthStar’s mission is to provide the most integrative approach to portfolio management available today. Our understanding of what SRI means and how it’s practiced has evolved dramatically over time.NorthStar’s decades-long commitment to socially responsible investing and our thoughtful strategy of shareholder activism put the firm out in front of many of today’s hot-button investment issues. At the outset, we designed a sophisticated screening method to keep responsible companies in our clients' portfolios and keep the bad ones out (no military contracts, nuclear involvement, or environmental degradation). Our investment management process begins with an analysis of the social, ecological, and political problems of our time and includes deep conversations with our clients. We then intervene at a corporate level to improve their behavior with regard to such issues as race and gender, income equality, human rights, environmental justice, and corporate governance.Some of our clients are eager to make significant investments miles away from Wall Street. Chief Operating Officer
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