Welcome to NorthStar!

We work to balance our clients’ social and political concerns with their financial objectives. Since our inception in 1990, one of our primary goals has been to help our clients become comfortable with and empowered by their financial knowledge. Through an educational process, the client and the financial manager examine the financial and social impact of each investment and then take action through investment, divestment, shareholder activism, and strategic charitable giving.


For over 20 years we’ve offered comprehensive services that go beyond simply managing funds.

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At NorthStar, we have always been on the cutting edge of socially responsible investing.

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We take a multi-faceted approach to activism, guided by our strong history and your own concerns.

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