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.
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.
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.
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.
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.
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.”
Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.
If you are going to retire and attempt to live off the returns from your investment portfolio, you should be familiar with something called “sequencing of return” risk. What this means is that while over a long period of time, say 25 years, you may get good returns in your portfolio, if they come in…
Learn more about investment approach from our partners and how we work with clients.
We’ll work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio