Shareholder Rights Group
NorthStar began in 1990 as a public equity and fixed income manager. As our analysis of solutions broadened, shareholder activism, community investing, community engagement, and charitable giving became essential ingredients of our active portfolio management process. Our approach has been guided by our deeply-held belief that the financial system is broken, that people are suffering, and that we need to help our clients use their resources to effect change.
NorthStar’s mission is to provide the most integrative approach to portfolio management available today. Wealth management begins with an analysis of the social, ecological, and political problems of our time and with deep conversations with our clients. These steps result in the construction of portfolios that integrate financial goals while upholding a commitment to social change.
Synthesizing our broad market outlook and the individual needs of the client, we combine direct investments in global equities, investment grade bonds, community loan funds, alternative “outside” investments and cash to create a vibrant and well-balanced portfolio.
Shareholder Rights Group