Individual High Net Worth Clients

Becoming a Client

NorthStar welcomes individuals, families, trusts, and not-for-profit organizations who are interested in socially responsible investing. We are highly client-oriented, and work with those who share our values and appreciate our approach. To learn more about our firm’s unique approach to progressive wealth management, please contact us at (617) 522-2635 or email us at info@northstarasset.com.

We prefer to accept investment management clients with portfolios greater than $5 million, and our maximum fee is 1% of managed assets.

Outside Investing

Some clients seek opportunities outside the public equity and publicly available fixed income space. These clients are accredited investors with an interest in venture capital, local funding initiatives, and other forms of impact investment vehicles outside of the realm of publicly traded securities. We incorporate fixed income investments such as community loan funds and micro-lending corporate bonds, as well as other outside investments into their portfolios. Examples of such investments in private companies and socially significant projects include renewable energy, clean water, healthy foods, and sustainable farming, ranching and forestry.

Performance

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 accounts, company sponsored retirement plans, etc.). Tracking performance at NorthStar is also a unique exercise. Our goal is to provide our clients with a way of determining how their investments are performing relative to the market, and how those accounts have performed relative to the appropriate benchmarks. Our performance is measured against traditional benchmarks and is available upon request, 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.

Regulatory Documents

At your convenience, please click the links below to access our most updated regulatory documents containing applicable information:

1. CRS (Form ADV Part 3)- Here
2. Form ADV Part 2A – Here
3. Form ADV Part 2B – Here