About Northstar
Northstar Strategic Investments, Inc.
is an Investment Advisory firm registered under the Florida Office of Financial Regulation and incorporated in the State of Florida. Northstar provides Investment Supervisory Services to individual clients, corporations and non-profits whose residence or primary place of business is in the State of Florida.
Serge P. d’Adesky, is the owner and Investment Advisory Principal. Serge resides in Ormond Beach, Florida. His education includes: Yale College, B.A. Political Science, Johns Hopkins School of Advanced International Studies, and a M.A. International Economics.
Clara d’Adesky is Serge’s wife. Clara no longer works as the active operations manager, but does work infrequently at peak business times assisting Serge Dadesky in non-investment related functions.
Through personal discussions in which goals and objectives based on a client’s particular circumstances are established, Northstar develops a personal asset allocation model and creates and manages a portfolio based on that model.
Northstar will manage advisory accounts on a discretionary and non-discretionary basis. The investment model will contain assets in classes that Northstar believes, based on historical data, have attractive combinations of return risk and correlation. Account supervision is guided by the objectives of the client in conjunction with his/her particular investment model.
For each account, Northstar creates a portfolio consisting of one or more of the following: individual equities, fixed instruments, exchange traded funds (ETFs), closed-end funds (CEFs), cash, load, no-load and load-waived mutual funds. Northstar allocates the client’s investable assets among various instruments, taking into consideration the asset allocation model selected by the client. Should mutual funds be used, they will be selected on the basis of any or all of the following criteria: the fund’s performance history; industry sector in which the fund invests; track record of the fund’s manager; fund’s investment objectives; fund’s management style and philosophy; and management fees.
The portfolio weighting between market capitalization and market sectors is determined by each client’s individual needs and circumstances. Clients have the opportunity to place reasonable restrictions on the types of investments to be made on the client’s behalf. In certain instances, Northstar may implement unique strategies, such as covered call writing, option spreads and other options strategies, if deemed appropriate for the client. Clients retain ownership of all holdings.