Stock Portfolios

NorthStar’s strategy is to invest in stocks with the potential for rapid growth in the future so long as those investments are made at reasonable valuations. We consider the underlying company quality and the stock valuation to be critical variables. Accounts are customized to the unique needs of each client, whether the objective is capital appreciation with significant realized gains or a lower-turnover, tax-efficient approach to achieving growth. Our goal is to outperform both the S&P 500 and the Russell 1000 Growth Indexes after accounting for our investment management fee.