Financial Planning Services
NorthStar Portfolio Investments LLC (NPI) provides clients with financial planning services and portfolio management to make financial independence simple. We take your interests and goals put the best plan forward with our unstoppable team that's focused on your financial future. When you combine savings & income with compounding power and a diversified portfolio, you get the trinity of financial freedom and that's what we aim for with every client we serve!
When you come to us for financial planning services, we provide you with a complimentary kick-off consultation that will go over your current financial situation and provide you with pointers on how we can help. With an in-depth discussion about your goals, risk tolerance, income needs and other requirements, we give you a customized approach to fulfill your needs. On top of that, we have surprisingly low fees because our structure is based on a percentage of assets managed so yours and our interests are aligned.
Our portfolio management approach is a breath of fresh air because we get "time in the market" instead of timing the market. Combining that approach with our in-house macro-themes based fundamental research and you wind up with a strong and customized portfolio. Along with conflict-free advice and our aim to empower and educate our clients, you'll be in good hands at NPI.
Want to learn more about our financial planning services? Contact NorthStar Portfolio Investments by calling (203)343-0880 today!
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-
It begins
with YOU
your journey to
Financial
Independence
The most difficult thing is the decision to ACT
All the numbers, logic and analysis in the world are of minimal use if they don’t create a path to “Financial Independence” for YOU. We are committed to standing with you to achieve YOUR financial goals and to create your legacy. When YOU win, we win. Come be a part of our growing family.
Advice for
Fee only
conflict free advice
The most difficult thing is the decision to ACT
Did anyone who sold you on a mutual fund call you and say … “please ‘sell’ because its not doing its job well” or announce a recall in a mutual fund? Probably because while they had the right intentions they are not obligated to follow up and see how it worked out for you. We are a fee-only advisor … we give tailored advice for YOU … and what is required to be done for YOUR goals.
Strongly independent, conflict-free (so we don’t sell any particular company’s product, nor make any commissions on it). We tell you how we see it based on what works best for you …
-
= trinity of financial freedom
You don’t live
life minimally
that’s why we don’t
have account minimums
The most difficult thing is the decision to ACT
The trinity of financial freedom – savings, compounding power and a diversified portfolio – together, we will put it to work for YOU.
Sometimes,
you just need
A fresh start
The most difficult thing is the decision to ACT
If you could choose something one would do differently … imagine what that would have made possible for you …
Are you interested in re-looking at your portfolio to see how effective it has been?
Are you interested in having someone independent give you an opinion of the possibilities?
What if you could reduce your mutual fund expenses, get the asset allocation that works for you and be ahead of where you are ….
Find Your Risk
Number Here
DIY is good for
certain things
but is it, when its about
your financial future?
The most difficult thing is the decision to ACT
At Northstar Portfolio Investments, we work with you to create a plan that’s about YOU and only YOU.
You hire accountants to do your taxes, you have police & security guards for your safety … So, why waver in your commitment to Financial Independence. Why is it that some people will tell you this service has no value …
-
FROM THE BLOG
‘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,…
Read More
-
-
It begins
with YOU
your journey to
Financial
Independence
The most difficult thing is the decision to ACT
All the numbers, logic and analysis in the world are of minimal use if they don’t create a path to “Financial Independence” for YOU. We are committed to standing with you to achieve YOUR financial goals and to create your legacy. When YOU win, we win. Come be a part of our growing family.
Advice for
Fee only
conflict free advice
The most difficult thing is the decision to ACT
Did anyone who sold you on a mutual fund call you and say … “please ‘sell’ because its not doing its job well” or announce a recall in a mutual fund? Probably because while they had the right intentions they are not obligated to follow up and see how it worked out for you. We are a fee-only advisor … we give tailored advice for YOU … and what is required to be done for YOUR goals.
Strongly independent, conflict-free (so we don’t sell any particular company’s product, nor make any commissions on it). We tell you how we see it based on what works best for you …
-
= trinity of financial freedom
You don’t live
life minimally
that’s why we don’t
have account minimums
The most difficult thing is the decision to ACT
The trinity of financial freedom – savings, compounding power and a diversified portfolio – together, we will put it to work for YOU.
Sometimes,
you just need
A fresh start
The most difficult thing is the decision to ACT
If you could choose something one would do differently … imagine what that would have made possible for you …
Are you interested in re-looking at your portfolio to see how effective it has been?
Are you interested in having someone independent give you an opinion of the possibilities?
What if you could reduce your mutual fund expenses, get the asset allocation that works for you and be ahead of where you are ….
Find Your Risk
Number Here
DIY is good for
certain things
but is it, when its about
your financial future?
The most difficult thing is the decision to ACT
At Northstar Portfolio Investments, we work with you to create a plan that’s about YOU and only YOU.
You hire accountants to do your taxes, you have police & security guards for your safety … So, why waver in your commitment to Financial Independence. Why is it that some people will tell you this service has no value …
-
FROM THE BLOG
‘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,…
Read More