Why Choose Lodestar?

Since its inception in 1989, Lodestar Investment Counsel, LLC has never desired to be the largest investment firm. We’ve only aimed to be the best. To accomplish this objective, our entire focus is on offering customized and effective investment solutions to our clients while delivering an unsurpassed level of personal service.

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.

In comparison to other investment firms, there are many significant advantages that Lodestar offers:

  • Rather than dealing with a random customer service agent, at Lodestar you work directly with our Portfolio Managers. You will know them, and they will know you and your specific objectives.
  • 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 products. 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. Our business is structured to avoid any conflicts of interest with our clients.
  • 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.

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 their portfolios to provide solid returns over time, 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:

  • 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.

PROVEN SUCCESS

At Lodestar, our business success is based directly on the success of our clients’ experiences with our firm. We are honored to have worked with many of our clients for several decades, including relationships with multi-generations of families. The ability to provide independent and objective services and solutions to individuals, families and related entities is what motivates us each and every day.

We are proud that Lodestar’s growth has come mainly through referrals from those who know us best, including existing clients, accountants, attorneys and others who have had positive experiences with our firm. There is no higher compliment than recommendations of this nature, and we greatly appreciate these expressions of confidence.

We believe the more you know about Lodestar, the more you will be interested in developing a relationship with our firm. Please contact us to discuss how we may be of service to you.

“Certain knowledge, to the extent that it ever comes, is given to 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”