Our Services
Investment Management.
NorthStar's Investing Starts With Four Major Guidelines
Invest with Purpose, Understand Valuation & Business Momentum, Gauge Sentiment, Manage Risk
Risk Models
At NorthStar Advisory Group, we are independent fiduciary financial advisors dedicated to helping individuals and families align their wealth with their purpose. As fiduciaries, we are legally and ethically bound to put your interests first, always. Our team brings decades of experience in investment management, private banking and financial planning, paired with a deeply personal approach.
We believe true financial guidance goes beyond numbers, it's about understanding your goals, your values, and the life you want to create. By managing portfolios in-house and building customized strategies, we provide advice that is transparent, conflict-free, and tailored to you. Our mission is simple: to be a trusted partner on your financial journey, helping you grow, protect, and enjoy your wealth with clarity and confidence.
A strong hunter, symbolizing protection and stability.
Focused on capital preservation and income generation, this model is designed for investors who want to minimize volatility and protect principal. The majority of the portfolio is allocated to high-quality bonds, with a smaller equity component for modest growth.
Associated with harmony and balance, like the instrument it's named after.
Blends income and stability with some growth potential. This model suits investors who want to maintain a strong focus on protecting assets, but still capture opportunities in the equity markets to stay ahead of inflation.
The swan, grace and balance, representing equal emphasis on growth and preservation.
A true middle ground between growth and preservation. This model is designed for investors who want to build wealth steadily while limiting large swings in performance. The balanced mix of stocks and bonds provides both growth potential and downside protection.
The winged horse, power, ambition, and soaring growth potential.
Built for investors seeking long-term capital appreciation and comfortable with greater market fluctuations. The portfolio is primarily invested in equities, with a smaller bond allocation to provide stability and income.
A legendary bird that rises from the ashes, bold, growth-oriented, and resilient for those with the highest risk tolerance.
Designed for those with a higher risk tolerance and longer time horizon, this model seeks to maximize growth potential through full equity exposure. It is well-suited for investors focused on building wealth and comfortable with short-term volatility in pursuit of long-term returns.
Conservative
Moderately Conservative
Balanced
Growth-Oriented
All Equity