Northeastern Star Asset Management, Inc. was founded in 2014 by Kenneth R. Ferrone and Paul S. Dubendorf. The firm is an independent fee based advisor providing professional money management and financial planning services. We provide objective advice that is driven by your goals and objectives and tolerance for risk, not ours. We sit on the same side of the table as you, and we are driven to help you succeed in whatever financial goals you have.
While we can create a one-time financial plan, our specialty is creating a relationship with our clients and understanding them and their goals. By doing so, we are able to chart an initial path for our clients and through ongoing monitoring we can help to adjust your plans as any roadblocks present themselves and alter course to ensure your financial goals are met.
We subscribe to the principles of Modern Portfolio Theory and incorporate this into the investment portfolios we develop for our clients. We utilize what we believe are tried and true investments including: mutual funds, stocks, bonds, and ETF’s.
We utilize two large, reputable financial custodians, Charles Schwab and TD Ameritrade, to hold our client’s investment accounts. This separation between investment advisor and custodian of assets creates the checks and balances to help protect clients.