NS Investments

North Star Investment Management Corp. is a financial services firm specializing in investment management, offering Separately Managed Account Strategies and a suite of mutual funds across various market capitalizations and asset classes. The firm provides active management, delivering investment solutions including micro-cap, dividend, small-cap value, opportunity, and bond funds. Beyond direct investment products, North Star integrates services such as comprehensive financial planning, family office support for wealth management, and benefits consulting.

Peter Gottlieb established North Star in May 2003, founding it as an SEC-registered investment adviser. His initial vision was to provide specialized investment advisory services, launching with approximately $50 million in client assets and including the Kuby Gottlieb Special Value Fund. This foundational insight centered on offering discerning investors access to actively managed strategies. Eric Kuby, who later joined and became Chief Investment Officer, further solidified the firm's approach to overseeing diverse investment strategies.

The firm caters to a broad clientele, including individual investors, high-net-worth individuals, and their families, as well as corporate clients for benefits solutions. North Star's long-term vision centers on a culture of investment excellence and dedicated customer service. The firm aims to consistently guide its investors through market complexities, assisting them in achieving their personal financial objectives by providing integrated and proficient financial management solutions.