NORTHSTAR ASSET MANAGEMENT

NorthStar is profoundly client-centered. We form important relationships with clients around every facet of their financial lives. We introduce younger clients with inherited wealth to the opportunities and challenges of responsible investing and help them navigate family relationships and money. We help clients in the LGBT community navigate legal obstacles related to property and inheritance. We provide financial education to clients who left financial matters to their spouses. We help our progressive clients negotiate their financial lives in a world filled with income inequality and complicated solutions. We listen to every client's aspirations and create a customized portfolio that reflects their vision for change... Every client at NorthStar has a unique allocation of investments. The target allocation for each client in stocks/fixed income/cash varies widely depending on the client's personal risk tolerance, income needs, and any assets outside of NorthStar (trusts, bank..

Also known as: NorthStar, NorthStar Asset Management, Inc.

Primary location: Boston United States