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Investment Services

Wealth Management | Investment Management | Foundations & Endowments | Retirement Plans

STAR Investment Services begins with a disciplined discovery process to ascertain the right type of investments for you. We will guide you through the potential outcomes of a variety of traditional options, such as equity and fixed income investments as well as less traditional choices including commodities, private equity funds, real estate, and others to help you align your risk tolerance with your desired investment performance. A Financial Advisor then supports you in crafting and monitoring your portfolio, offering recommendations for adjustments as needed. 


Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

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