Investment Management

 

Investment Management

Our investment management process is integral to how our clients progress as they work towards their financial goals. Too often investment advice is an ad hoc pursuit that is not aligned with investors’ objectives. At North Star Financial Partners we believe that acting in a fiduciary basis with our clients assures them that the recommendations we make are always in their best interest. We like to say that we feel that we are sitting on the same side of the table as our clients. As independent fee-based advisors it means that we are not beholden to any specific investment, manager, or corporation when putting together recommendations for our clients. As each client’s situation is unique, so are the portfolio recommendations that we make for them. That is, each recommendation is tailored to the clients’ specific situation factoring in risk tolerance, time horizon, tax situation and all other aspects of their financial life.