North Star’s proprietary investment program, AAMP™, provides a total allocation solution using Individual Equities, Exchange Traded Funds, and Institutional Mutual Funds. Our Top Down/Bottom Up Analysis coupled with Modern Portfolio Theory creates a custom blend of diversification and sector weightings.
Our Strategic AAMP models – designed for Conservative, Balanced and Aggressive objectives –are integrated with an investor’s individual Investment Policy Statement. Therefore, an investor’s time horizon, liquidity needs, tax considerations, risk tolerance and risk capacity levels are incorporated with program selection.
Judgment based on Objective Research
As a fee based advisor, North Star bases our investment decisions on objective research which includes more than ten market measures. Because we don’t work for a commission, North Star’s management is independent of biases toward investment products or outside money managers. Our highly disciplined approach breeds consistency and avoids emotional decisions. North Star provides discretionary, multi-disciplined strategies designed to meet a wide range of investor objectives.
