North Star Investment LLLP

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3538 John F Kennedy Pkwy
Fort Collins, CO 80525
+1 (970) 232-9680
https://www.northstarinvestments.com

North Star Investment LLLP, located in Fort Collins, CO, is a fee-only advisory firm dedicated to providing personalized and independent investment management and retirement planning services. With a team of 11 investment professionals, including 9 CFA Charterholders, the firm boasts over 200 years of combined experience and prioritizes the interests of its clients as fiduciaries.

Founded in 1996, North Star has grown its assets under management to nearly $3 billion, making it the second largest independent SEC Registered Investment Advisory firm in Wisconsin. The firm employs a customized approach to portfolio management, utilizing proprietary fundamental analysis and maintaining close communication with industry analysts to inform its investment strategies.

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