OneNorthStar Portfolio Investments

Money is like time...
Who you invest it with,
is everything.

Welcome to OneNorthStar

Here, your dreams take center stage, as we combine deep market insights with your objectives.

Let's Get Started

Indian origin Financial Advisor located in NJ, CT, MA - NorthStar Portfolio Investments

Our value to you!

Trusted | Shining A Light On Opportunity

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Why OneNorthStar works for you?

Sensible

Sensible

We believe that your money should always work as hard as you have, and that you should decide what you want out of it.

Tailored

Tailored

Strategic counsel for answers to life's many questions.

Approachable

Approachable

Stress of watching the market disappears.

Reliable

Reliable

Because the journey is always more powerful when we make it together.

What is your risk number?
Get to know yours!

Compare your risk number and your current portfolio
Does it align?

Let's find out

Interested in making your money work for you?

Let's Get Started

Blog

One surprising thing you didn't know about financial planning

One surprising thing you didn't know about financial planning

Any time you hear of portfolio management services or wealth advisory services, you immediately may come to the conclusion that it is geared towards individuals who already have a fortune built up. However, that's not the case! In fact, those types of financial planning services are easily attainable to the average person because they can...

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Opportunity doesn't come labelled... more so in the stock market

Opportunity doesn't come labelled...
more so in the stock market

'If you don't know who you are, the stock market is an expensive place to find out...' (Adam Smith) Growth or Value, Large Cap or Small Cap, Domestic or Foreign, Active or Passive... which label do you swear by. It actually doesn't matter. Every equity styles over long windows of time will give similar returns,...

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Frequently asked questions

We make meeting as easy and convenient as possible, because you have a busy life. You're welcome to meet with us in our offices in Stamford, CT. We'll also come to your home, office, or wherever it's convenient for you. Our process also makes it easy to meet virtually, and we can connect with you via Skype, Face Time, or Google Hangout.
You do not have to have a fortune to begin building one. There are no requirements as to your income or net worth. We stand with you for your financial independence.
Yes, our services have been designed specifically so clients can easily work with us from any location with an Internet connection. We regularly meet with clients on Skype, FaceTime, or Google Hangouts. They come in handy for those who do not live in our region but love what we offer.
We have one simple fee structure based on a percentage of assets managed. It is billed quarterly or monthly, in arrears. Wealth management, and custody are included - you do pay trade commissions etc. We routinely help clients with financial planning and 401k allocations. Here is our fee schedule. Most advisors don't offer this kind of upfront approach - heck, most advisors aren't fee-only either.
NorthStar Portfolio Investments has been set up as a fee-only financial planning and wealth management firm, which means that our compensation comes directly from the clients we serve. We do not receive commissions or sell products; our costs are transparent, with no hidden charges or agendas. We seek to give you recommendations best for you, because we work for you, not mutual funds or broker dealers.

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NorthStar Portfolio Investments NorthStar Portfolio Investments

NorthStar Portfolio Investments, LLC
80 Fourth ST, Stamford, CT 06905
investments@onenorthstar.com
+1 203-343-0880


NOTE: Past performance is no guarantee of future results. A risk of loss is involved with investments in capital markets. Please consider investment actions in light of your goals, objectives, cash flow needs, time horizon and other lasting factors.