Clients

Who We Serve

We manage portfolios for individuals, families, trusts, estates and foundations and provide the level of service desired by these diverse types of clients. For more information about becoming a client please contact us. 

Contact US

Client Portal

Current clients may access Northstar's client portal by clicking below. 

Client Portal

Custodian Bank

 Pershing Advisor Solutions, a BNY Mellon Company, provides custody and clearing of our client assets as an additional level of internal control measures and regulatory oversight. Pershing has an excellent reputation and long history of protecting client assets by keeping accurate records of assets, maintaining securities in controlled environments and meeting capital requirements.   

NETX Investor Portal