Business Details
23 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At North Star Investment Management, we are dedicated to guiding investors and navigating markets with decades of experience. Our philosophy centers on creating personalized investment strategies, financial plans, and family office services tailored to individual client needs. We prioritize personal attention and knowledgeable advice, leveraging our expertise to help clients navigate complex global financial markets. Established in 2003, our firm has grown to manage over $404 million in mutual funds while maintaining a commitment to investment excellence and client service. Our team combines deep market insights with a focus on long-term capital appreciation, dividend income, and risk-adjusted returns across diverse asset classes.We serve high-net-worth individuals, families, and corporate clients through customized solutions that reflect their unique financial goals. Transparency, integrity, and a client-first approach underpin every decision we make. From asset allocation to estate planning, our comprehensive services address both immediate needs and long-term objectives. Our culture emphasizes continuous innovation in financial strategies while adhering to rigorous compliance standards. This dedication to excellence has earned us recognition as a trusted partner in wealth management and financial planning.
Services
Investment Management
Mutual Funds
Family Office Services
Benefits Planning
Financial Planning
Micro Cap Fund
Dividend Fund
Small Cap Value Fund
Opportunity Fund
Bond Fund
Details
- Year established: 2003
Highlights and features
- We offer over 20 years of experience in personalized financial advisory services.
- Our team provides customized investment strategies for diverse client needs.
- We manage $404 million in mutual funds with proven market expertise.
- Our services integrate tax planning, estate management, and risk assessment.
- We maintain a client-first approach with transparent communication and compliance.
Services
Investment Management
Our investment management services create tailored strategies using separately managed accounts, mutual funds, and ETFs. We focus on long-term capital appreciation, income generation, and risk-adjusted returns across equity, fixed income, and balanced portfolios. Clients benefit from continuous market analysis and asset allocation adjustments.
Mutual Funds
North Star Mutual Funds offer diversified exposure to micro-cap, small-cap, and fixed-income securities. With strategies ranging from dividend-focused to opportunity-driven portfolios, our funds emphasize undervalued assets and macroeconomic trends while maintaining over $404 million in assets under management.
Family Office Services
Our family office services provide comprehensive wealth management for high-net-worth individuals, including trust administration, tax planning, investment oversight, and concierge services. We deliver personalized solutions for multi-generational wealth transfer and estate planning with dedicated client support.
Financial Planning
We guide clients through four-step financial planning process covering goal setting, situation analysis, strategy development, and ongoing adjustments. Services include retirement planning, tax optimization, and coordination with legal and tax professionals to ensure holistic financial health.
Benefits Planning
Our benefits planning services design customized insurance solutions for life, health, disability, and long-term care needs. We offer corporate insurance products and implement strategies that balance client protection requirements with cost-effective coverage structures.
People
Eric Kuby
Chief Investment Officer
Eric Kuby leads investment strategy and market analysis at North Star. He hosts weekly economic commentaries and oversees portfolio management across equity and fixed-income strategies.
Questions
What services does North Star offer?
We provide investment management, mutual funds, family office services, financial planning, and benefits insurance solutions for individuals and businesses.
Are you registered investment advisors?
Yes, we are a registered investment advisory firm operating since 2003 with compliance across all jurisdictions.
What investment strategies do you specialize in?
We offer equity, fixed income, balanced, micro-cap, dividend-focused, and customized portfolio strategies tailored to client objectives.
Do you serve high-net-worth individuals?
Yes, our family office division provides specialized wealth management services for high-net-worth clients and families.
Where are your offices located?
We have offices in Chicago (20 N. Wacker Dr) and Highland Park, Illinois.
