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Matthew Henry Schwerin

North Star Investment Management Corp.

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About Matthew Henry Schwerin

Matthew Schwerin is an investment advisor representative at North Star Investment Management Corp. Matthew has been in the financial services industry for over 25 years, including serving as president of Hometown Financial Group and as director of the Flanagan State Bank. Matthew holds the Chartered Financial Analyst designation. Matthew is registered as an investment advisor representative in Illinois and California. Matthew is a member of the North Star Investment Management Corp. team which serves individuals, high-net-worth individuals, investment companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

Matthew Schwerin is currently registered with North Star Investment Management Corp.. North Star Investment Management Corp. is a Chicago, Illinois-based investment firm with over $2 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers and wrap fee programs. North Star Investment Management Corp. serves a diverse range of clients including individuals, high-net-worth individuals, investment companies, charitable organizations, and pension and profit-sharing plans.
North Star Investment Management Corp.

20 N. WACKER DRIVE

CHICAGO, IL 60606-2902

$2.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Schwerin’s Registration & Firm History

IL

09/16/2005 - Present

North Star Investment Management Corp. (GLEN ELLYN IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Henry Schwerin.
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