What we offer
Delivering wealth to our clients
We are the custodians of our clients' wealth, spending our time exploring and researching investment opportunities to best generate long-term returns for our stakeholders. We also pride ourselves on establishing solid relationships with our clients and being genuinely interested in their specific needs and well-being.
Consequently, our business is constructed around teams that are specialists in these areas – our research team is research focused and our operations team is client facing. Our product and service offering reflects our core competencies around high net worth clients and quality institutional clients that demand top investment performance and a culture which views the client as the core of a business. These products and services include:
What defines a great journeyman?
Managing our clients’ money comes with an unfettered belief in success at Northstar Asset Management. We have no delusions about the enormity of this task as it involves the realization of each and every one of our client’s financial goals. To this end, we plan while others doubt, we accept set-backs but realize these are transitory and we understand deeply the importance of time and a total commitment to the course.
Ceaselessly Exploring, Constantly Discovering
Northstar was founded by the late Alexander Otten in 1996. Alexander built a highly successful high net-worth private business, managing domestic share portfolios. Tragically, Alexander passed away in 2012. Adrian Clayton left PSG Asset Management after 12 years and took over Northstar in late 2012. He served as portfolio manager of the Balanced Fund (a fund he ran for 14 years) and as CEO of PSG Asset Management. Northstar continues to enjoy significant client growth and has developed into a serious player in both the high net-worth private and institutional client markets.