NorthStar Asset Management, Inc.

At NorthStar, we offer comprehensive services that go beyond simply managing funds, and we have over twenty years' experience working with clients who have unique situations and needs. We help our clients in the GLBT community to navigate legal obstacles related to property and inheritance; we work closely with younger people with inherited wealth who may be the first in their families to explore socially responsible investing. Whatever your concerns are, we may be able to address them in a manner that larger, more traditional money managing firms might not. We use a socially conscious, growth at a reasonable price discipline to select equity. We use a combination of top-down and bottom-up approaches that include fundamental analysis, quantitative and technical analysis and is based in a contrarian stance. With a long-term horizon, we purchase stocks with the intention of holding them for five to ten years. Each client at NorthStar Asset Management, Inc. has a personalized portfolio with tailored allocations. The percentage of investment in stocks, bonds and cash is based on a combination of the individual needs of the client and our market outlook. Once the percentage in equities is established for the client, we average into the stock market as well as average into individual stock and bond positions.