Financial Planning FAQs by Northstar Portfolio clients

Financial Planning FAQs by Northstar Portfolio clients

Fiduciary Financial Advisor

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 makes it easy to meet virtually, for e.g., via Zoom or Facetime.
We adore you the way you are, no judgements ever. No filters or minimum balances here. We stand with you for your financial independence.
Yes, we have client members spread across the US and we work with them seamlessly using the best tech available. We like to say , ‘always a phone call, email or text away' 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 401
OneNorthStar is a fee only advisor, we serve and exist for the benefit of our clients 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.

We are doers, we live & have lived in the Capital Markets, and we understand the connections, the actual nuts and bolts of how the market melds together, based on 15 year's experience working for a Fortune 5 company, actual deal experience in buying and selling of portfolios, being part of an IPO, being a Treasurer of a Bank. No complicated models here, just basic, simple macro viewpoints, unlikely to be got from corporations or mutual fund companies. So if you are or have been a doer, you will get that NPI is right for you.

Oh by the way, we are completely independent and are set up to avoid any conflict of interest.

The first meeting is absolutely complimentary, and serves purely as time to get to know one another and see if we can add value to what you are up to in your life.. We have a focused conversation with you and yours about what the purpose of your wealth and assets is, discuss high level strategies and possibilities with you. We're fee-only planners, so our costs are fully transparent, with no hidden charges or agendas.

4 simple steps

  1. Read all about our services, and then get in touch to schedule your free introductory meeting.
  2. In the meeting we evaluate your situation, analyzing your current investments and financial situation.
  3. We share our findings. If you decide we can support you, accounts are opened in your name at Interactive Brokers (IB), a world-class third party custodian. Fund with cash or transfer securities.
  4. We implement your new strategy. We'll also monitor and rebalance, and work hard to minimize your tax bill. We systemically connect with you on a pre-planned frequency to update and track your progress against your goals.

We believe in basic, solid, simple Macro viewpoints... explained not in thick fancy English but in a few lines of an email or blog, combined with perhaps a graph or two.

We seek to "spend time in the markets", then timing the markets, looking for global opportunities.

Every client member is unique and we focus on their desired financial state to create portfolios which take advantage of economic opportunities.

We stand for your financial independence, our services focus on the big-picture; the investments we recommend for your portfolio are designed to meet your unique needs. Long-term success is the goal, so people looking for investing hot money or trading on tips etc. will not find us to be a good fit.
Our typical clients are young families, female investors, professionals, and entrepreneurs, looking for a conflict free, transparent, powerful approach to financial independence. We love what we do and make possible, it's what gets us out of bed in the morning so we have no requirements as to your income or net worth; we simply require you to have a willingness to transform one's financials.
The firm is named after my son; it's a translation of his Sanskrit name to English. At the same time it stands for the values, which make the NorthStar unique (it's the only star which shows the true north to travelers and so helps them navigate to the destination they are going)
Even great golfers have caddies. The world champions have teams behind them pulling for their success, so why shouldn't you. You deserve it. We seek to be your sounding board, your investment committee, and your 'people', who have your 'back' when you are playing the game of life, pulling for you to be powerful and extraordinary in other areas of your life.
If only it was that simple, (one gets a designation, one becomes an expert in Capital Markets). Capital markets don’t care about titles and designations, they seek to humble everyone, so we seek to follow and understand basics (e.g. yield curves, regulatory policies, potential election impacts) than from added designations to guide us in the markets

NorthStar Portfolio Investments NorthStar Portfolio Investments

NorthStar Portfolio Investments, LLC
80 Fourth ST, Stamford, CT 06905
+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.