North Star Asset Management
North Star Asset Management, established in 1990, specializes in progressive wealth management that blends financial goals with a commitment to social change. By analyzing current social, ecological, and political issues, the firm proactively constructs personalized investment portfolios that align with their clients' values and aspirations for impact.
With a strong emphasis on shareholder activism, community investing, financial literacy, and charitable giving, North Star empowers clients to utilize their resources as a force for positive transformation. The company prides itself on its client-centered approach, fostering deep relationships and guiding clients through the complexities of responsible investing.
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