North Star Investments

Who We Are

At North Star, we believe that financial guidance should be tailored to each individual's unique needs and goals. We are a dedicated team of investment professionals committed to helping our clients navigate the complex global financial markets. With decades of experience, we have established ourselves as a trusted partner in guiding investors towards their financial objectives.

Services

We offer a comprehensive range of financial services designed to meet the diverse needs of our clients. Our services include:

Investment Management: We create personalized investment strategies tailored to each client's unique financial goals and objectives. Our Separately Managed Account Strategies allow for customized investment management, ensuring that each portfolio is aligned with your individual needs.

Mutual Funds: Our North Star Mutual Funds offer a range of investment strategies providing exposure to publicly traded stocks and bonds. With a focus on diversification and risk management, our mutual funds are designed to help clients achieve their long-term financial goals.

Family Office: Our Family Office services cater to high-net-worth individuals and their families, offering customized financial and estate planning solutions. Our dedicated team provides tailored guidance and support to help you achieve your family's financial objectives.

Benefits: North Star Benefits provides comprehensive insurance and benefit planning solutions for personal and corporate clients. We help you navigate the complexities of employee benefits, ensuring that you have the coverage you need to protect your financial well-being.

Financial Planning: Our experienced financial planners work closely with clients to create personalized financial plans tailored to their unique needs and goals. We help you manage your finances, achieve your financial objectives, and ensure a secure financial future.

Trust Company Insights: Our insights into the world of finance are designed to inform and educate our clients on the latest market trends and economic developments. Our Quarterly Update provides a comprehensive overview of market performance and economic conditions, helping you make informed financial decisions.

Kuby's Commentary: Hosted by Eric Kuby, our Chief Investment Officer, Kuby's Commentary offers expert analysis and commentary on market and economic trends. Listen to the latest insights and stay ahead of the curve in today's fast-paced financial landscape.

Company History

North Star recently celebrated its 20th anniversary as an independent Registered Investment Advisor. We are grateful for the loyalty of our clients and appreciate the opportunity to serve as your investment advisor. Our commitment to investment excellence and customer service has guided us throughout our history.

Meet Our Team

Our dedicated team of investment professionals is dedicated to delivering exceptional service and expert guidance. With a focus on investment excellence and customer service, we strive to exceed the expectations of our clients.

Contact Us

Please note that North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom. The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.