NorthStar began in 1990 as a public equity and fixed income manager. As our analysis of solutions broadened, shareholder activism, community investing, community engagement, and charitable giving became essential ingredients of our active portfolio management process. 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.


Our CEO’s Q1 2024 Letter to Clients

Last quarter we reflected on the polarization we are experiencing around the globe and the current tendency to reject multiple and conflicting realities in favor of binary “this or that” solutions. Our view is that dependence on binary, good versus...
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Our CEO’s Q4 2023 Letter to Clients

Trying to make sense of the world feels like a fool’s errand, an impossible task, an uphill battle. It’s all so confusing, so complicated, and so complex. Is it human nature to seek answers and solutions? Probably. But what if...
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We’re Thrilled to Announce: NorthStar Asset Management Makes CNBC’s FA 100 List

We're excited and honored to share some fantastic news! NorthStar Asset Management has been recognized as one of CNBC's FA 100 for 2023! Being listed among the top financial advisory firms in the nation is a testament to the incredible...
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NorthStar’s mission is to provide the most integrative approach to portfolio management available today. Wealth management begins with an analysis of the social, ecological, and political problems of our time and with deep conversations with our clients. 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. Identifying particular strengths relative to their impact on the global community, we simultaneously acknowledge the issues, problems, and challenges unique to each company. Our goal is to find the best, socially conscious, and financially sound businesses with full awareness of the limitations of any public company. 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. Local investing, social capital investing, mission investing and direct support of projects that reflect social and environmental vision are offered through NorthStar’s Outside Investments division.

Our equity performance is measured against traditional benchmarks and is available upon request. 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. We are happy to discuss our performance and metrics with any potential clients.

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.


Shareholder Activism

An integral part of the social investment process at our company, after filing our first shareholder resolution in 2001.

Community Investing

NorthStar clients seeking a more direct impact with their investments  invest in a variety of community loan funds.

Charitable Giving

Having a strong giving tradition provides charitable gifts that support organizations committed to progressive causes.

Financial Literacy

Financial literacy isn’t typically taught in school, yet it’s a complicated topic every adult needs to master.


  • 617.522.2635
  • 617.522.3165
  • P.O. Box 301840, Boston MA 02130


NorthStar Asset Management, Inc. is a registered investment advisor. 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. Please contact us at (617) 522-2635 to find out if the investment advisor is qualified to provide investment advisory services in the state where you reside. NorthStar does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results.