At NorthStar, being wealthy and politically engaged is not an
oxymoron; rather, it is encouraged, nurtured, and praised.
Since 1990, NorthStar Asset Management, Inc.® has successfully
balanced clients' social and political concerns with their financial
objectives. One of our primary goals is to help our clients become
comfortable with and empowered by financial knowledge . Through
this educational process, the client and the asset manager examine
the financial and social impact of each investment and then take
action through investment, divestment, shareholder activism,
and strategic charitable giving.
THE SOCIAL IMPACT OF INVESTMENTS
We
offer three avenues to Socially Responsible Investing: screening investments, positive
investing , and engaging corporate managements to
improve company practices. After helping clients clarify
their social criteria for investing, we tailor stock selections
to an individual's social concerns and financial objectives. In
addition to traditional stocks and bonds, we offer advice on
alternative investments that provide capital to communities
that have traditionally lacked access to financial resources. We
file and support shareholder resolutions as a means to hold
companies accountable for corporate and social change. We
advise clients in strategic charitable giving as an effective
means for handling low-cost basis, appreciated stock.
OUR INVESTMENT DISCIPLINE
We believe asset allocation
is the single most important piece of a successful investment
strategy. Appropriate
asset allocation allows investors to outperform the
market and work toward economic goals even during down market
cycles. We believe in investing in stocks over the long-term
for growth. We build balanced portfolios that reflect
our current market and economic analysis as well as a client's
expected financial needs and social concerns.
INTERPERSONAL
COMMUNICATION ABOUT MONEY
We offer advice on how to communicate with family members about
money and investment issues. We help clients deal with
money in primary relationships, including household budgeting,
transferring assets, making personal loans to friends or family
and purchasing property. We communicate financial and
personal goals to a client's lawyers, accountants, and trust
officers as desired. We recognize clients who have inherited wealth and/or
plans to pass inheritances to their children confront unique
family and personal issues. We have experience working
with families and individuals through all of these issues. OUR
INVESTMENT MANAGEMENT SERVICES
Consolidated financial statements list
all holdings, including loans clients may make to community
funds and individuals, and accounts managed by NorthStar. A tailored investment approach considers
the tax bracket and social concerns of the individual client .
Individually managed portfolios reflect
an asset allocation strategy that incorporates an individual's
overall financial position, including real estate investments,
retirement plans, and private partnerships.
Oversight of other managers and investments
allows an individual's assets to be managed in harmony with other
managers as part of a larger plan.
Financial planning services include cash flow
management, budgeting, capital investments, estate planning,
tax strategies, home purchases, and philanthropy.
Consultations with accountants and lawyers
are offered as needed.
Personal attention by phone and in person
enables clients to review their portfolios and present all financial
questions for discussion.
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