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.

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.

Work With Us

Northstar requires a $2 million account minimum.

Our Leadership

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.

The Stock Market is Not Vegas

By Fred Taylor

March 13, 2021 – “First, investing is not meant to be a mode of gambling Las Vegas style. Second, investing is a way to build wealth over a long period of time. Third, it is time in the market, not timing the market that makes you a successful investor.

Northstar Insights

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

Managing Retirement Income Through the Next Market Decline

Charlie Farrell March 11, 2021

If you’re retired, you know that declining markets are a challenge because you need distributions from your portfolio regardless of how the markets are performing. To increase the odds of making it through a decline, here are some practical steps you can take now to keep your finances in reasonable shape. Estimate Essential Living Expenses: The first thing to do is figure out what your