Philosophy & Strategy

Lodestar’s overall investment approach is geared toward generating strong long-term investment returns, without assuming undue portfolio risk. We believe that investment portfolios should be custom managed to meet the specific investment goals, risk tolerances and other constraints that are unique to each client.

-40.82 DOW: 20,940.51
-1.33 NASDAQ: 6,047.61
-4.57 S&P: 2,384.20