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NorthStar

NorthStar continually strives to take advantage of new opportunities in the financial services industry and develop new companies to meet client needs and provide solutions for its own companies. Our executive management is continuing the vision originally established over a decade ago, to innovate and develop products and services, strengthen our partners, and provide tools and resources to empower investment advisors.

Our Culture

NorthStar has a foundation built on innovation, expertise, and integrity. Upon that foundation sits the broader structure that gives us the ability to deliver, not only results, but personal relationships with our clients.

Part of the NorthStar structure is the unique culture we’ve built. With offices in five states, our people are more than just a team; they ARE NorthStar. We have actively sought individuals who are both immensely talented in their fields and intrinsically able to build personal connections to empower investment advisors. Our structure can’t exist without the communities in which we live and we value those who give back.

EXPLORE

Employee Spotlight

  • All
  • senior relationship manager
  • Manager of Fund Accounting
  • director of service
  • senior human resources generalist
  • senior compliance officer
  • chief compliance officer
  • Portfolio Manager

Our Services

With over 825 employees and $610 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry.

OUR COMPANIES

 

    • Risk Budgeting
    • ETF Strategist
    • Active Asset Allocation

    ASSET MANAGEMENT

    • Mutual Fund Services
    • Hedge Fund Services
    • Managed Account Platform

    POOLED INVESTMENT SOLUTIONS

    • Data Aggregation
    • Performance Reporting
    • Trade Order Management
    • Advisory Fee Billing

    PORTFOLIO ACCOUNTING

    • Distribution Support
    • Marketing/Advertising Review
    • Chief Compliance Officers

    FUND DISTRIBUTION & COMPLIANCE

    • Premier Industry Printer
    • Document Production
    • Identity Design, Video, Web

    PRINTING & MARKETING SERVICES

    • Best In-Class
    • Custody Administration Services

    TRUST SERVICE BY AFFILIATE

Join Our Team

NorthStar has established an outstanding reputation for quality and service, because each employee contributes to our success. We believe you will find satisfaction and take pride in your work here. We are always looking for the right person to join our team, and contribute your own combination of talent and energy to help us build for the future.

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