No matter which program you chose, North Star Financial Group and Fidelity provides a platform of solutions for individual and institutional investors.
Asset Allocated Managed Portfolios (AAMP)™
Our AAMP™ program offers the highest level of sophisticated portfolio management with customizable strategies for individual circumstances. Beginning with our discovery process, your Total Wealth Needs are considered for the Investment Policy Statement design. Next, we carefully determine the most appropriate investment strategy to help you meet your goals and objectives. Active management ensures that your portfolio maintains the right balance at all times.
Custom-Flex™
If you prefer a combination of self-directed investing and professional advice along with cost controls, simply decide how much Advisor interaction is needed and a customized fee-based management program will be provided. With many of the same features enjoyed by AAMP clients, you have the added flexibility to increase or decrease professional management with no limits on Investment type.
Self Service
Many investors like to make their own decisions with limited professional guidance. Our Fidelity Brokerage platform delivers high power trading capability with trading costs that are second to none. In addition, you will have access to our weekly Market Perspectives and Stock Pickers Corner newsletters. You will also have access to more than 4000 mutual funds and 25 ETF’s with no transaction costs.
