Building Portfolios to Last a Lifetime

Independent Expertise, Individualized Attention

Northstar approaches the investment management business differently.

We put our clients’ interests first, providing prompt personal service, in-house technical expertise and a transparent fee structure that ties our success to yours.

Who We Serve

We work with individuals and families to help them build portfolios to support their lifestyles. For our clients who are saving for retirement, we have an investment strategy focused on accumulating wealth.  For those living off their money, we have a portfolio designed to provide distributions.

Income-Focused Investment Advice

We focus on investing in businesses that provide us with cash flow, which helps increase the probability of building both wealth and income in our client portfolios.

Meet Our Team

Northstar is led by a team that understands the risk and return parameters of the financial markets and can offer prudent and careful guidance. Read our bios to learn more about our credentials.

News & Leadership

Northstar’s principals are often sought out for their investment advice by leading media outlets as well as some of Denver’s largest non-profit institutions. Review our insight and community contributions.

What’s Socially Responsible Investing Costing Us?

by Fred Taylor

February 13, 2019 — “The reality is there are plenty of companies to invest in and if you don’t like the management of the companies, what they do to the environment or their products, don’t buy their shares.”

Northstar Insights

Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.

Cybersecurity Update

Just as the markets have seemingly entered a new phase, so too has cybercrime. It used to be that your email and online financial accounts posed the biggest threat to the security of our personal data. Now it appears that the profiles from those innocuous social media channels like Facebook and the data gleaned from…

Read more

Next Steps

Call (303) 832-2300

Or Click Here to Email

Find out if Northstar is a good fit for you.

Meet the Team

Learn more about investment approach from our partners and how we work with clients.

We’ll Take It From There

We’ll work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio