Northstar segregated portfolios
Northstar is one of the few institutional asset managers offering segregated portfolios to very high net-worth clients, family offices as well as institutional clients. Unlike the traditional segregated portfolio services offered by stockbrokers to very high net-worth clients, Northstar differentiates itself through its institutional expertise and avoidance of conflicts of interest in the fee value chain.
This product is best suited to investors with R 5 million or more to invest. Northstar Asset Management is the ideal home for private investors. Northstar’s business model is designed around offering institutional expertise to private investors wishing to have a bespoke segregated portfolio managed professionally. This institutional offering to private investors is unique within the domestic market, as all the large main ‘house brand’ managers who traditionally dominated the private client market, have focused their business models on mass retail and institutional management. Consequently, Northstar fills an important gap in the market. Northstar Asset Management will always remain fully committed to our private client roots, we are extremely proud of our heritage in the high net-worth market, and we hold dear our long-standing relationships with our loyal clients.
We select our clients carefully.
We know each and every client by name.
We earn no soft commissions or secretive fees.
We do not earn stock broking fees as we deem this inappropriate.
We work tirelessly on research to invest through knowledge.
SEGREGATED PORTFOLIO STRATEGIES
- RISK PROFILE
- TIME HORIZON
Real returns of 1% with capital drawdowns of less than 3% and a time frame of 1 year or longer.Low
Real returns of 4% with capital drawdowns of less than 34% and a time frame of 5 years or longer.Medium
5 Years +
Real returns of 6% with capital drawdowns of less than 45% and a time frame of 7 years or longer.High
7 Years +
Long-term capital growth. An investment time frame of 7 years or longer.High
7 Years +