“Alone we can do so little. Together we can do so much.”
-Helen Keller

“We're all working together, that's the secret.”
-Sam Walton

Why Choose Lodestar? > Clients We Attract

Lodestar attracts investors who are interested in proven, long-term investment strategies, that balance return potential and risk assumption. Our clients generally have investable assets of $1 million or more.


All investors want to see good returns on their investments, and our clients are no exception.  However, our clients also value having a personal relationship with their portfolio manager and choose not to be treated like a “number.”

Lodestar provides independent and objective investment advice and highly-attentive service that is particularly well-suited for:

  • Wealthy individuals
  • Families
  • Trusts
  • Entrepreneurs
  • Retirement plans
  • Foundations

One true measure of Lodestar’s success is our very high retention rate of client relationships, many of which span multiple decades and family generations.

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