About Narstar

Narstar exists because of a gap. If you have a few thousand dollars to invest, the usual answer is an algorithm and a basket of funds, or a firm whose account minimum is far out of reach. Neither one puts you in front of a person who selects the companies you own and can tell you why they are in there.

So the firm was built for that middle. Real stock selection, published fees, and a way in that does not require a balance most people will never have. It is a narrow service on purpose, and it is not for everyone. We do investment management and nothing else, our portfolios hold stocks or exchange-traded products that can fall in value, and for plenty of people a low-cost index fund is the better answer.

Narstar is fee-only. The fee-only structure reduces many common conflicts. It does not eliminate every conflict. Remaining conflicts are disclosed in Form ADV. See the portfolio overview or the fees FAQ for complete fee and account-minimum details.

We run four model portfolios. Income focuses on dividend-paying companies selected for cash flow. Trend follows price-trend rules using exchange-traded products and can lose money. Growth targets durable competitive advantages held long-term. Speculative takes concentrated positions in smaller companies. Income, Growth, and Speculative hold individual stocks.