what do you want

to profit from?

At NorthStar we invest in solutions that protect and restore the environment, level the economic playing field and address the demographic dynamics driving our future.

We consider ecological, social and political limits to be real and serious and work to invest in companies that acknowledge and address these challenges while avoiding those that are blatantly ignoring or escalating extraction and exploitation.

Through rigorous research and unapologetic shareholder advocacy, we turn portfolios into forces for change. This is investing without compromise. Let your money work toward Justice, Equity and a Liveable Planet

FIND OUT HOW

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? •

INVEST WITH PURPOSE.

CHOOSE YOUR PATH.

NorthStar offers a values-driven approach that unites strong performance with meaningful social change.

Align your portfolio with your values

Our full-service wealth management fuels racial justice, climate action, and economic equality — while advancing your long-term financial goals.

START INVESTING

Offer your clients a mission-driven Global Equity strategy

Led by a diverse team with 50+ years of combined experience, we pair strong performance with leading shareholder engagement.

EMPOWER CLIENTS

Harness your capital for systemic transformation

We help institutions invest in alignment with their mission, creating measurable impact while delivering strong financial results.

STEWARD CAPITAL

What You Get When You

Invest with NorthStar

Your portfolio doesn’t just sit in the market — it moves the needle on issues you care about.

GET TO KNOW US

100% socially responsible management

Every company in your portfolio is screened to exclude industries that harm people or the planet we all share.

Proxy voting with purpose

Every single proxy vote is cast to advance justice, equity and sustainability.

Bold shareholder activism

We file and back proposals that hold corporate leaders accountable — ensuring they prioritize their employees, the environment, and the communities they impact, both locally and globally.

Catalytic private investments

We channel capital directly into underfunded communities, regenerative industries, and mission-driven enterprises through our Outside Investments program.

BECAUSE RETURNS MATTER, BUT SO DOES WHAT YOU RETURN TO THE WORLD.

THE NORTHSTAR PROCESS

We don’t invest in the status quo. We challenge it.

At NorthStar, investing is not about finding “responsible” companies. It’s about using every dollar, every vote, and every conversation to work — pushing corporations toward justice, equity, and a thriving world. Our approach confronts harm and champions real solutions while we hold the companies shaping our world accountable. We do this by:

Avoiding Harmful Business Models

We intentionally avoid companies whose core practices cause harm or perpetuate systemic inequities, whether economic, racial or gender based. This includes industries such as tobacco, alcohol, fossil fuels, weapons, for-profit prisons, and other extractive models that profit at the expense of people and the planet.

Purposefully Investing in Solutions

We strategically seek out companies creating solutions to today’s most pressing challenges — from addressing climate change and ecological limits, to responding to aging demographics, to fostering inclusive growth that levels the economic playing field. These businesses prove that profitability and purpose can go hand in hand.

Using our Power as Shareholders

Guided by our Six Pillars, we file bold, progressive shareholder proposals to directly engage company leadership and demand stronger corporate accountability. To date, we have filed over 250 proposals and sent more than 200 letters — turning shareholder influence into measurable impact.

INVESTING WITH CONVICTION AND CONSCIENCE

At NorthStar, every holding has a purpose — and a responsibility. We build concentrated, high-conviction portfolios that balance financial strength with measurable social and environmental impact. By combining rigorous analysis, deep engagement and a values-driven lens, we ensure your investments are positioned to deliver lasting returns for both you and the world we share.

DO YOU KNOW WHAT’S IN YOUR PORTFOLIO?

If you don’t look closely, you might be funding this.

FROM SHAREHOLDER TO CHANGEMAKER

THE CHANGE WE LEAD

RECOGNIZED AMONG THE NATION’S BEST

NorthStar Asset Management is proud to be ranked #40 on CNBC’s 2024 Financial Advisor 100 list, placing us among the top firms in the nation. This annual ranking recognizes advisory firms that help clients successfully navigate their financial lives. We received the rating on October 2, 2024, and no compensation was provided in connection with obtaining or using this third-party rating. See CNBC’s rating methodology

For you, that means trusted expertise, proven results and a partner who puts your values at the center of your financial journey.

Discover how your money can do more.