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NorthStar Asset Management

Where creative shareholder engagement is a positive force for change. ™

NorthStar Asset Management, Inc., based in Boston, was founded in 1990 to provide full portfolio management services with focuses on social responsibility and financial literacy. The firm is entirely made up of female professionals who, combined, possess over 120 years of experience in finance. Our work consists of analyzing budgets, creating investment guidelines, annual and ongoing economic analysis, portfolio construction, investment selection, shareholder activism, financial literacy instruction, and the coordination of charitable giving. NorthStar Asset Management, Inc. is a longstanding member of US SIF – The Forum for Sustainable and Responsible Investment, and is a UN PRI Signatory. NorthStar has, since inception, been registered with the Securities and Exchange Commission.

We are dedicated to comprehensive, progressive asset management for individuals and institutions interested in actively effecting social change. NorthStar applies stringent social criteria when creating our stock portfolios, and we have found that seeking out companies where employees, consumers, and the global community are highly valued creates favorable returns for our clients. Through a collaborative effort and an educational process, we work with our clients to examine the financial and social impact of each investment and then take action through investment, divestment, shareholder activism, and strategic charitable giving. We enjoy managing assets well while simultaneously creating progressive change in corporate America.

Address

  • PO Box 301840
  • Boston
  • MA
  • 02130

Contact

  • Mari Schwartzer
  • 617-522-2635
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
NorthStar Asset Management