Northstar Portfolio Investments LLC
Investment Bank/Securities Brokerage - Stamford, CT, US
Northstar Portfolio Investments LLC Employees
Northstar Portfolio Investments LLC Senior Management
Northstar Portfolio Investments LLC Details
NPI provides Portfolio Creation, Asset Management and Financial Planning services for Individuals, Small Businesses, Non Profit Organizations and Institutions. It is a Fee Only, Conflict Free, no Minimum Balance required, Registered Investment Advisor (RIA), who is registered with the State of CT and is a fiduciary to its clients.We look for macro-economic themes that drive portfolio behavior and believe in "time in the market" (rather than "timing the market"). We partner with "slow-money" clients to create value. We have 15 years of hands-on experience in Financial Services businesses, both Retail and Commercial, along with extensive Banking &Treasury experience, which when combined with our diverse background, lends itself to a truly unique perspective on the Capital Markets.We are fortunate to get coached and mentored by outstanding people and look to pass it forward via active investor education and playing with an "open hand" on our strategies. If you are interested in "Transforming" your and your familys' financials and gaining Financial Independence or offering financial planning services to your business employees, we should connect. Our ADV 2A/B (Brochure) is available on request.We are available at investments@onenorthstar.com
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