Market Overview

North Star Investment Management Partners With Regal Financial Group To Offer Family Of Funds


Chicago – North Star Investment Management (“North Star”) is proud to announce a strategic alliance with Regal Financial Group (“Regal”) to offer North Star’s Family of Funds to Regal’s extensive network of registered investment advisors and registered representatives.

The strategic alignment of these two rapidly growing and integrity-grounded financial services firms will provide both with an opportunity to accelerate the growth of their core businesses. North Star and Regal will also benefit from the ability to offer greater choices and increased scale for their respective clients. The two firms will collaborate on distribution, marketing and product and service development initiatives as they continue to be market leaders in the delivery to their clients and prospective clients.

“Having managed the Family of Funds since inception, I am thrilled to work together with Regal Financial Group as a distribution partner,” said Eric Kuby, Chief Investment Officer of North Star. “We look forward to the growth opportunities together with a partner that shares our vision.”

“We are delighted to be forging this relationship with North Star as both our firms take a client-first approach to our businesses by offering both excellence and innovation in fostering our client relationships,” said John Kailunas II, Chief Executive Officer of Regal Financial Group. “We believe that we are stronger for our clients in developing top performing investment opportunities with people who share our integrity based values.”

North Star Investment Management, a Chicago-based financial investment firm, oversees assets of approximately $1 billion. The North Star Family of Funds is comprised of four mutual funds; all rooted in the principles of long-term value investing with a special focus on the micro- and small-cap space.

Regal Financial Group, LLC is an independent financial services firm headquartered in Grand Rapids, Michigan providing financial planning and wealth management services to individuals, families and small business across the country. Regal operates through Regal Investment Advisors, LLC and Regulus Advisors, LLC with over 155 affiliates nationwide and nearly $2 billion in assets under management.


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