Each client has unique circumstances and investment needs,
and at NorthStar Capital we strive first to identify those needs and
then to solve them through the construction of individual customized
portfolios. In so doing, we establish with all clients their preferred
investment horizon, risk tolerance, cash flow needs and any other special
At the same time, we also want clients to feel comfortable
with our approach and to understand where we see opportunity in the markets
and where we may see vulnerability. Our view, which we communicate regularly,
may often stand in stark contrast to the prevailing consensus.
In general, we believe common stocks of well managed, rapidly
growing companies bought at reasonable valuations present the best opportunity
to create wealth for investors with multi-year time horizons. However,
some clients may have more immediate cash flow or other needs, and for
them a blend of stocks, bonds, convertibles, and preferreds will often
represent the best solution. Accordingly, we manage a number of balanced
and fixed income accounts in addition to our mainstay equity growth vehicles.