“Certain knowledge, to the extent that it ever comes, is given us only after the moment of opportunity has passed. The venturer who awaits the emergence of a safe market, the tax-cutter who demands full assurance of new revenue, the leader who seeks a settled public opinion, all will always act too timidly and too late.”
–George Gilder, “Wealth and Poverty”

Why Choose Lodestar? > The Lodestar Difference

Unlike the anonymous or impersonal dealings one frequently finds at large investment or brokerage firms, at Lodestar you experience a close, one-on-one relationship with an experienced adviser. Our clients expect and deserve to have knowledgeable professionals looking after their best interests.


When you compare Lodestar with other investment firms, you should note the many significant advantages we offer: 

  • Rather than dealing with a random customer service agent, at Lodestar you work directly with our Portfolio Managers. You will get to know them, and they will know you.
  • Lodestar adheres to a steady, timeless, long-term investment approach. We strive to avoid unproven trends that often add significant risk. Our clients prefer to earn steady returns over time, rather than experience the roller coaster ride found with high-risk investing.
  • As a Registered Investment Adviser (RIA), we are independent and objective. We do not make commissions “selling you products.” Instead, decisions are based on what is best for you and you alone.
  • We are 100% fee-based with no other revenue source. Our success is totally dependent on your success.
  • Perhaps best of all, we actually answer our phones and enjoy personal meetings, characteristics that are difficult to find in today’s impersonal business environment.