We value the trust that clients place in us when they select
NorthStar Capital as their investment manager and we pride ourselves
in the quality of service we provide. Our efforts extend well beyond
investment performance. We will arrange for professional custodial services or work with an existing custodian of choice for each client. Technology platforms allow us to devote special
attention to our clients and provide them with updated information. Each
individual at NorthStar welcomes contact with clients to review investment
topics or administrative matters. For example, we encourage our clients
to call or meet with their portfolio manager on a scheduled or ad hoc
basis. Because we work with a select number of clients, all of our staff members are knowledgeable and able to
help clients deal with a variety of account related matters.
Additionally, NorthStar provides each client with a quarterly
account review. This reporting package contains a portfolio appraisal, comments
on recent investment activity, and commentary on the market and the
economy.
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