The end of the year is a great time to review your finances and complete any last-minute financial housekeeping. Even this late in the game, there are changes you can make to ensure that you’re not leaving money on the table and setting yourself up for strong financial footing in 2018. Here some tips to…
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.
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.
October 5, 2017 — “Most asset classes in the world today are considered expensive. Stocks, bonds and real estate have had tremendous appreciation since the depths of the financial crisis. As a result, some investors are looking at alternative investments like gold or the trendy virtual currency, Bitcoin.”
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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