NORTHSTAR STRATEGIC INVESTMENTS INC

Overview

Northstar Strategic Investments Inc is a small, independent registered investment adviser serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and supplements that advice with publications, market-timing services and educational seminars. Its fee model is flexible—allowing percentage-of-AUM, hourly, subscription, fixed and performance-based arrangements—which supports both ongoing advisory relationships and project-based engagements. Investment activity appears concentrated and tactical. The ADV indicates a material allocation to derivatives relative to the firm’s overall assets, and that aligns with the firm’s stated market-timing and portfolio-management services. Northstar Strategic Investments Inc does not identify as an active ESG investor, and it does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices