North Star Capital Management, LLC is a Registered Investment Advisor firm and is 100% owned by Hiroshi Hishida. As an investment advisor, North Star has legally binding fiduciary duty to put the client's interest above those of the firm and to make recommendations that are solely in the best interests of my clients. Unlike a bank, broker or hedge fund, North Star does not have any conflicting loyalties to the firm. There are not any conflicts of interest with commissions or any incentive to take unnecessary risk.
As part of our free services, North Star will give an analysis of an individual's current investment plan including a breakdown of all the funds in their retirement plans. We also help create a personalized asset allocation plan tailored for their risk tolerance and investment objectives. Ask us about a free analysis or for an independent second opinion.
If a client hires North Star as an asset manager, we will actively manage their assets. North Star has created a daily leading indicator that attempts to identify where the economy is at in the business cycle: Expansion, Peak, Recession, Trough, and Recovery. Depending on the cycle, we can adjust the asset allocation accordingly. For example, during the Recovery and Expansion periods, we could adjust the allocation to be more aggressive and even take on some leverage if the client desires. Conversely, during a Recession, we could make the allocation more conservative, hedge positions or even go short according to the client's preferences.
Below is a slideshow of the Daily Leading Index through the decades. You can navigate to a different decade by clicking on the blue decade button on the left side.
All information, data and analysis provided by this website
is for informational purposes only and is not a recommendation to buy or sell
any security. The information on this
website is provided “AS IS” and without warranty of any kind, either expressed
or implied. Although North Star Capital
Management, LLC (North Star) believes the information provided by this website
to be accurate, we do not guarantee its accuracy.
It is important to note that using charts and graphs to help
make investment decisions has many limitations.
Economic data is often revised after the fact. The market is forward looking and anticipates
future events. The unexpected can and
will happen. The market is continually
changing. The conditions of the past are
different from the present.
North Star does not provide investment advice through this
website. Investment advice should be
tailored to meet an individual's risk tolerance and objectives. Before rendering advice, North Star will
always provide North Star’s Part II of Form ADV Brochure, help the client prepare
a Client Investment Policy Statement and require execution of an Investment
Advisory Agreement. A copy of our
brochure and privacy policy is available on request. Nothing on this website should be interpreted
to state or imply that past results are an indication of future performance.