At NorthStar, we develop a customized plan to manage your portfolio that considers your investment strategy (e.g. opportunistic trading vs. hold to maturity), budgetary requirements and risk tolerance. With these factors in mind, a servicing plan is constructed by drawing from the following categories of value-added services.
NorthStar’s fees are structured for each client based on the extent of the services we provide and the characteristics of the portfolio. Though a client may choose from our menu of separate services to meet its needs, it is our full-management, “turnkey” approach that enables us to make the greatest contribution to a portfolio’s success.
We are highly confident that we will add to your overall return, net of our fees, and invite you to let us examine your portfolio today.