To figure out how much you need for retirement, you need to know how much you can reasonably distribute from your retirement portfolio each year. In the world of finance, we’ve been operating under something called the “4 percent rule” for the last 20 years or so. This rule basically says that if you distribute…
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.
December 2, 2018 — “Let’s say you spend $1,500 on holiday gifts each year, and you did this for 35 years, basically from age 30 to 65. Now what if you had actually invested that money and earned 7.5 percent in your 401(k)? It would be worth around $250,000.”
Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.
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