OneNorthStar
Investment ManagementConnecticut, United States2-10 Employees
As Chief Strategist for OneNothStar, Vikram Kaul provides investment management and guidance to clients with a focus on shining a light on opportunity. He has over 20 years of experience in the financial services industry, including roles at large banks and financial companies. Kaul’s experience has given him a deep understanding of the financial markets and how to navigate them for the benefit of his clients. Kaul’s investment philosophy is built on the belief that each client’s situation is unique and requires a personalized approach. He works closely with clients to understand their goals, risk tolerance, and time horizon in order to develop an investment plan that is tailored to their specific need. Services Offered: 1) Portfolio Creation, 2) Asset Management and Financial Planning services for Individuals, Small Businesses, Non-Profit Organizations and Institutions. It is a Fee Only, Conflict Free, no Minimum Balance required, Registered Investment Advisor (RIA), who is registered with the State of CT and is a fiduciary to its clients. We look for macro-economic themes that drive portfolio behavior and believe in “time in the market” (rather than “timing the market”). We partner with “slow money” clients to create value. We have 15 years of hands-on experience in Financial Services businesses, both Retail and Commercial, along with extensive Banking &Treasury experience, which when combined with our diverse background, lends itself to a truly unique perspective on the Capital Markets. We are fortunate to get coached and mentored by outstanding people and look to pass it forward via active investor education and playing with an “open hand” on our strategies. If you are interested in “Transforming” your and your family's’ financials and gaining Financial Independence or offering financial planning services to your business employees, we should connect. Our ADV 2A/B (Brochure) is available on request. We are available at investments@onenorthstar.com
1-888-653-2347 
support@leadiq.com 
