Contrarian Insights For RIA Aggregators, Family Offices & Hedge Funds
AI-Enhanced Research. Human-Curated Insights.
Contrarian Insights For RIA Aggregators, Family Offices & Hedge Funds
AI-Enhanced Research. Human-Curated Insights.
Northstar's Unique Service
What We Do
Northstar Research delivers institutional-quality, contrarian equity research designed to uncover mispriced opportunities that consensus overlooks. Each month, we publish two - four contrarian stock picks, supported by rigorous analysis and packaged in client-ready formats.
Our research isn’t just numbers—it’s built around a 39-metric framework, peer comparisons, valuation modeling, and ESG overlays. Deliverables include a 6-8 page Snapshot, a 10-page Presentation, a 30–40-page Deep Dive, a 3-4 minute explainer video, ESG companion reports, and a full Audit Trail. This layered structure provides insights for both advisors and their clients.
Benefits to RIA Aggregators & Family Offices
- Alpha Generation – Contrarian stock picks aimed at consistent outperformance.
- White-Label Reports – Institutional-grade research branded as your own, client-facing from day one.
- Fiduciary Support – Documented, defensible investment rationale to help meet fiduciary obligations.
- Advisor Productivity – Advisors spend more time with clients while we handle the heavy lifting of research.
- Scalable Growth – Expand your network without worrying about scaling research coverage.
Why It Matters
In a crowded advisory market, differentiation is critical. Northstar provides you with a unique edge—alpha-driven, contrarian research, full audit trail, reports and video, all packaged for immediate client use. This strengthens client trust, increases retention, and enhances advisor credibility.
In short: Northstar empowers RIA aggregators to deliver better results, differentiate their platform, and scale client-facing research seamlessly.
How It Works
You simply place your order — either on our set of two or four contrarian stock picks per month or for bespoke reports on companies of interest.
All reports are delivered in polished, white-label format within agreed timelines.
Payment terms are straightforward: services are provided on a bi-annual basis or annual license basis and invoiced quarterly in advance. This ensures predictable costs for you and seamless delivery of research packages without delays.
About Northstar
Our Story
We are a boutique contrarian research firm built on the belief that the quality of insight determines the quality of decision-making. Our focus is singular: to deliver equity research and investment opportunity coverage that meets the standards of institutional investors while remaining accessible to the networks of RIAs, Aggregators and broker-dealers who increasingly demand it.
For RIAs and Aggregators, we provide whitelabel reports and presentations . Our reports combine disciplined analysis with technological efficiency, ensuring that every page carries weight and relevance.
Our Culture
Our work is grounded in intellectual rigor and a commitment to clarity. We value analysis that stands up to scrutiny, narratives that connect data to action, and a culture that rewards precision over noise. Collaboration between research and technology defines how we operate, with each report reflecting both the judgment of experienced analysts and the efficiency of advanced systems.
We are curious by design, disciplined by necessity, and motivated by the responsibility our clients place in us.
Our Impact
The value of research lies not in its volume but in its impact. Our equity reports empower RIAs, broker-dealers, family offices, and hedge funds to enhance portfolio discussions and build stronger client confidence.
By combining institutional-grade research with cutting-edge fintech delivery, we provide professionals with a clearer perspective to navigate markets, mitigate risks, and seize opportunities.
In a complex market landscape, our strength is in distilling the essential into actionable clarity.
About Northstar's Unique 39 Financial Metrics
Northstars Metric Score: 39 Metrics: 5 Catalysts & 71% Success Rate.
Every great recommendation starts with rigorous analysis. Using 39 carefully chosen financial and qualitative metrics, we assign each company a Northstar Score from 1 to 100—a single, transparent measure of its potential. Companies scoring 80 or above are not automatically recommended; they earn a place for deeper, hands-on due diligence, where our team examines every angle before forming a definitive opinion. Each step of this process is fully documented, providing an auditable trail that shows our recommendations are always aligned with the client’s best interest.
By combining data-driven rigor with human judgment, we filter out noise, focus on true opportunities, and give fiduciaries the confidence to act decisively. The Northstar Process turns complexity into clarity, transforming raw data into actionable, defendable investment decisions.
Some Of Northstar's Many Testimonials
The beauty of these reports is
Clients constantly hear the hype around certain stocks
Clients constantly hear the hype around certain stocks
"The beauty of these reports is that they take complex financial data—P/E ratios, EV/Revenue multiples, industry margins—and translate it into actionable conclusions. When I explained Pfizer’s downside risk using this framework, clients understood instantly why patience was better than chasing momentum."
Olga Kolotov, New York.
Clients constantly hear the hype around certain stocks
Clients constantly hear the hype around certain stocks
Clients constantly hear the hype around certain stocks
"Clients constantly hear the hype around certain stocks, but these reports cut through it with data-driven analysis. The Tesla report highlighted the valuation disconnect and competitive risks in China—insights my clients would never get from mainstream media. It allows me to be the voice of reason."
Dennis Mead, Cedar Springs,
Most independent advisors don’t have access
Clients constantly hear the hype around certain stocks
Most independent advisors don’t have access
"Most independent advisors don’t have access to Goldman Sachs–level equity research. These reports close that gap. The detail on Allegro’s revenue slowdown and margin compression, for example, gave me institutional-grade talking points that helped set realistic client expectations."
Paul Golding, Chicago.