NorthStar Asset Management is a progressive wealth management brand that has been serving clients since 1990. They provide a unique approach to wealth management by analyzing and addressing social, ecological, and political challenges. Their goal is to help clients integrate their commitment to social change with their financial goals.

NorthStar offers personalized portfolio creation and management services, going beyond traditional money management firms. They believe in activism and use creative shareholder engagement, local investing, financial literacy, and targeted giving as positive forces for change. With a mission to provide the most integrative approach to portfolio management, NorthStar engages in deep conversations with clients to understand their financial needs and align them with their commitment to social change.

They construct portfolios that 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. NorthStar is dedicated to offering client-centered services and helps navigate financial obstacles, inheritances, and legal matters related to property. They also have a strong track record of shareholder activism, community investing, charitable giving, and promoting financial literacy.

As a pioneer in socially responsible investing, NorthStar is at the forefront of the field and continues to evolve its practices. Led by experienced professionals, including founder Julie Goodridge, the team at NorthStar strives to provide excellent service and meaningful impact for their clients. For more information about NorthStar Asset Management, you can contact them via phone or email, or visit their office in Boston, MA