NorthStar began in 1990 as a public equity and fixed income manager. As their analysis of solutions broadened, shareholder activism, community investing, community engagement, and charitable giving became essential ingredients of their active portfolio management process. Their approach has been guided by their deeply-held belief that the financial system is broken, that people are suffering, and that they need to help their clients use their resources to effect change.
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 their time and with deep conversations with ttheir clients. These steps result in the construction of portfolios that integrate financial goals while upholding a commitment to social change.
Synthesizing their broad market outlook and the individual needs of the client, they 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.
