Investing in AI? Check the Water. See the Risks
Progressive
Wealth
Management
Invested In
Change
Every dollar you invest tells a story — and at NorthStar, we make sure it’s worth telling. We work closely with clients to align portfolios with purpose, directing capital towards companies that are responsive, responsible, and ready to engage. Through deep research and active shareholder advocacy, we don’t just invest in the market — we invest in what matters.
What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? •
Active Ownership.
Meaningful Change.
We work with clients ready to move beyond conventional investing—to build portfolios rooted in purpose, power, and accountability. 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.
We partner with individuals and families to align capital with conscience — designing financial plans that reflect your values, meet your needs, and support the change you want to see. Whether you’re building wealth or inheriting it, we’ll help you explore your relationship to money, define what’s enough, and invest in a more just world.
We collaborate with financial advisors who want more for their clients—offering deep values-aligned strategies, and high-impact shareholder activism. Together, we help your clients understand what they own, engage with what matters, and grow wealth with purpose and integrity.
We work with mission-driven institutions — foundations, endowments, nonprofits, and faith-based organizations — to align investment strategy with social justice. From portfolio design to corporate engagement, we help steward resources in ways that reflect values, build long-term impact, and advance equity.
Northstar
Where creative shareholder engagement is a positive force for change™
30+
Years
As a 100% socially responsible
investment firm
100%
Diverse
Our team is comprised of women, LGBTQ+, immigrants and/or BIPOC
FA Top 100
Recognized by CNBC as one of the nation’s Top 100 Financial Advisory Firms
(October 2024. No fee paid for this ranking)
Employee Owned
Proudly 100% Minority-and-Women-Owned Business Enterprise (MWBE)
250+
Shareholder Proposals
Filed to drive systemic change at corporations
200
Letters Sent
Demanding action on critical social issues
SIX PILLARS. DEEPLY INTERTWINED.
We weave profit into purpose — because social justice demands more than one thread.
At NorthStar, our activism is rooted in the belief that capital should be a force for justice.
While each pillar represents a distinct area of impact, they are deeply interconnected — reflecting the intersectional nature of systemic issues and the compounded harms faced by marginalized communities.
Racial Equity
Human Rights
Environmental Justice
Economic Equality
Gender Equity
Corporate Governance
This is what Change looks like
advocating for LGBTQ+ healthcare benefits for employees in domestic partnerships before marriage equality was legalized, and scrutinizing corporate political contribution alignment long before it gained widespread recognition. WE DONT WAIT FOR THE CONVERSATION. WE START IT.
What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? • What do you want to profit from? •
Capital isn’t neutral.
We use it to
challenge the status quo.
our work starts with purpose.
Activism in Action
NorthStar’s 2024-2025 Social Change & Activism Report serves as our annual reflection on the impact of our shareholder advocacy and the systemic change we continue to advance.
Grounded in our Six-Pillar Social Framework, the report highlights how we’ve championed racial justice through workplace equity audits, advanced gender equity by pushing for board diversity disclosures, and addressed environmental sustainability by leading engagements on corporate water stewardship and climate risk reporting. It also details our work promoting corporate accountability through scrutiny of political spending practices and lobbying alignment, and tackling human rights issues such as prison labor in global supply chains and advocating for Fair Chance Employment policies. With over 430+ engagements throughout our history, this report illustrates the power of values-driven investing to influence corporate behavior, demand accountability, and drive meaningful, long-term reform.
NORTHSTAR
Leading the Conversation,
Driving the change.
- FEATURED in The Wall Street Journal, Bloomberg, Financial Times, CNBC — shaping industry dialogue
- PUBLISHED research and white papers — addressing critical social issues
- SHARED bold insights — at conferences and events
- LED shareholder initiatives — driving meaningful change
Harnessing AI for Responsible, Sustainable Investing.
At #PRIinPerson 2025, our Director of Impact Research, Whitney Nguyen, CFA, joins global leaders in Brazil to discuss how investors can embrace AI and innovation—without compromising sustainability.
READ MORE →
Advancing Board Diversity with Purpose and Integrity.
Our Analyst, Madison Krieger, joined the ICCR Fall Conference in New York to discuss how investors can counter DEI rollbacks and strengthen board diversity through collaboration and accountability.
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When Climate Conversations Turn to Water.
At Climate Week NYC, global discussions spotlighted AI’s growing water demands and the urgent need for corporate accountability—echoing themes from NorthStar’s own research and engagement toolkit.
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Investing to Build Communities That Thrive.
While markets pour billions into AI, we’re proud to help direct capital toward a different kind of innovation — affordable housing and neighborhood revitalization that build stability, equity, and lasting change.
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Addressing Water Risk in the Global Food System.
At a recent FAIRR Initiative roundtable in Boston, investors explored how water scarcity, pollution, and pricing shape financial risk — and the shared responsibility to drive more sustainable practices.
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A Decade of Marriage Equality — and the Case That Started It.
As we mark 10 years since the Supreme Court’s landmark ruling, we honor the Massachusetts case that paved the way—led in part by NorthStar’s founder, whose courage continues to inspire our advocacy for equity and inclusion.
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