OneNorthStar
Investment ManagementConnecticut, United States0-1 Employees
OneNorthStar is an investment management firm based in Stamford, Connecticut, led by Chief Strategist Vikram Kaul, who emphasizes identifying opportunities within financial markets. The practice offers portfolio creation, asset management, and financial planning services tailored to individuals, small businesses, non-profits, and institutional clients, operating as a fee-only, conflict-free Registered Investment Advisor registered with the State of Connecticut. The firm stresses a personalized approach, seeking to understand each client’s goals, risk tolerance, and time horizon to craft investment plans accordingly, and it prioritizes long-term market exposure over market timing. Positioned in the investment management industry, OneNorthStar draws on Kaul’s two-plus decades of experience across banking and financial services to inform its perspective on macro-economic themes and capital market behavior. The organization promotes a fiduciary duty to clients and describes itself as open to educational outreach and transparent strategy sharing, with an emphasis on serving a diverse client base and extending services to individuals, businesses, and institutions seeking financial independence or employee financial planning. A recent note indicates availability of an ADV brochure upon request, highlighting regulatory compliance and client-focused service.
1-888-653-2347 
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