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Our Insights
NorthStar's Outlook On The Global Economy
Who We Serve
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Who We Are
Modern Investing Meets Legacy & Experience
NorthStar Capital is an independent investment management company which was founded in 1995 by William P. Rich to serve the needs of individuals, families, and select institutions. Prior to founding NorthStar, Bill Rich was President and Chief Investment Officer of State Street Research & Management Company, an investment industry pioneer, with some $30 billion under management. As an independently owned and operated investment firm, our investment strategy has successfully evolved and adapted to the climate of today's volatile market.
At NorthStar, we provide investment management and solutions generally offered exclusively to the largest institutions. We work with our clients to understand their financial needs and identify the most appropriate investment strategy to employ on their behalf. As a fiduciary, our commitment to investment excellence requires us to act in the best interest of our clients.
Frequently
Asked
Questions
I'm looking to invest, but I don't know where to start. What should I do?
We’re here to help you determine which approach is best suited for you. That process begins with understanding your current financial situation, identifying your specific needs and objectives, and guiding you through the solutions available to help you achieve your goals.
What does NorthStar Capital Do?
NorthStar Capital provides comprehensive wealth management and investment advisory services. We design and manage investment portfolios, provide retirement planning, tax-aware investment strategies, estate coordination, and ongoing financial guidance tailored to your long-term goals.
What types of accounts does NorthStar manage?
We manage a wide range of accounts, including:
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Retirement Accounts
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Individual & Joint Brokerage Accounts
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Trust Accounts
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Business & Entity Accounts
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College Savings & Key Life-Event Accounts
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​And much more... If you have further questions regarding the types of accounts we manage, feel free to contact us!
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Why NorthStar
With decades of applying research and market evaluation to individual and institutional clients, we leverage well-established insightful analysis and sophisticated data sets to fulfill your objectives. Our comprehensive approach aims to optimize returns through sound strategies for risk minimization. Our various macro strategy proficiency, and quantitative analytics enable us to spot opportunities, manage risk, and enhance alpha generation. Furthermore, our electronic platforms offer many innovative, and reliable methods to meet our clients' goals throughout entire investment and business cycles.
