NORTHSTAR PORTFOLIO INVESTMENTS, LLC

Overview

Northstar Portfolio Investments, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on individuals and families, delivering financial planning and portfolio management services tailored to retail and small-business clients. Its fee model includes asset-based fees, hourly billing, and fixed-fee engagements. Northstar does not present itself as a capital allocator or pension consultant, and it reports that ESG considerations are not an active part of its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives