Investment Approach

At Northstar Capital Management, our investment approach begins with in-depth dialogue with our clients. A deep understanding of your individual and family goals, tax and income needs, other investments or assets, risk tolerance and expectations are essential to positioning your portfolio for growth over the long term. 


We take a balanced approach to portfolio management that includes growth and value strategies and we remain diversified across sectors and asset classes based on our economic and market view. 


Our research and analysis draws from industry and sector leadership and we use leading portfolio management technology to ensure we effectively seize opportunities and leverage our best ideas.


While fundamental research serves as the foundation of our equity and fixed income selection process we are also highly attuned to broader economic, market and industry trends as well as business and management level decisions that impact momentum and future opportunities.