Private Wealth Group

The Star Financial Group investment strategy is customizable to meet the financial objectives of each and every client.  Our clients benefit from a focus on asset allocation, active portfolio management and alternative investments to drive returns.  We view proper asset allocation as a much broader investment universe than traditional stocks, bonds and cash. The core of our investment philosophy is:

  • Every investor should have a portfolio custom built for their objectives.  There is no one size fits all.

  • Asset allocation within a variety asset classes has the potential to increase return, minimize risk and lower volatility.

  • Markets contain unique opportunities of inefficiency that may potentially be exploited through active management and tactical asset allocation.

Our Services include:

Managed Money Accounts (Assets held at Charles Schwab)

All types of retirement accounts

REIT's (Real Estate Investment Trusts)

BDC's (Business Development Companies)

1031 Exchange properties

Opportunity Zone investments

Hedge Funds

Life Insurance

Long Term Care Insurance

For a complimentary second opinion of your portfolio:

Please call Robert Star 917.885.3180 or email