Northstar Asset Management Company

CEO John G. Carson is the firm's senior portfolio manager and sits on its Investment and Compliance committees. He personally manages client relationships alongside Vice President of Portfolio Management Bill Kaeli. The firm does not separate investment decision-making from client relationship management — each client works directly with the portfolio manager designing their program, per Northstar's website.

Northstar does not use model portfolios. The firm states on its website that each client receives a customized investment program addressing individual circumstances, goals, and risk tolerances. Portfolios are built from scratch by a dedicated manager and can tilt across equities, fixed income, and other capital structures toward attractively valued areas. The firm also retains the flexibility to tactically reposition holdings as markets shift.

Northstar serves multiple client families, as well as foundations and endowments, functioning as an independent multi-family office-style investment advisory firm. It is not a single-family office, nor is it directly linked to any one family's wealth. The firm generates no public indication that it manages capital for its own partners in a family-office capacity.

All publicly described services involve individually managed separate accounts. Northstar's website emphasizes direct, customized portfolio management with clients working one-on-one with a dedicated manager. The firm discloses no fund-of-funds or private fund commitment programs, nor any pooled investment vehicles.

Capital preservation is explicitly embedded in Northstar's stated philosophy. Its website commits to investment strategies "designed to participate when markets rise, and preserve capital when markets decline." The firm also states it does not employ any outright style biases — favoring instead a flexible, valuation-aware tilt — which aligns with the capital-preservation mandate it emphasizes to clients.