Building Portfolios to Last a Lifetime
Private Money Management
Retirement Planning
Portfolio Management
Investment Strategy
Building Portfolios to Last a Lifetime
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.
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Northstar requires a $2 million account minimum.
Our Leadership
News & Leadership
By Northstar Staff
Feb. 23, 2021 -Northstar Investment Advisors has awarded its second Metropolitan State University scholarship to senior Gabriel Fuentes. The scholarship is part of a larger commitment the firm made to provide $25,000 over five years to support students studying finance at the urban institution.
Northstar Insights
Is Bitcoin for Real?
If you’ve been following the financial news recently, you may have seen stories about the cryptocurrency Bitcoin reaching all-time highs. You might be wondering, is Bitcoin for real? Should investors pay attention to it? Our opinion is that enough money is now flowing into Bitcoin that investors should consider its potential role in portfolios. What is Bitcoin Designed to Do? Bitcoin is technically described as
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Northstar requires a $2 million account minimum.
Next Steps
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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
