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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.

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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.

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.

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 Odds on Needing Long-term Care

By Charlie Farrell

June 6, 2019 —”But the greater risk to your nest egg, says Charlie Farrell, chief executive officer of Northstar Investment Advisors in Denver, is the possibility that you could be one of the unlucky ones, a person who needs, say, five years or more of care—and whose spouse needs a long period of care, as well.”

Northstar Insights

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

Community Update

I’ve written in the past about the importance of giving back to the community – a value instilled in me by my late father and fellow Northstar Co-Founder, Moses Taylor. I am happy to share some news about my growing involvement in Denver’s nonprofit community. Last month, I was honored to be elected chairman of…

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Next Steps

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Call (303) 832-2300

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Find out if Northstar is a good fit for you.

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Meet the Team

Learn more about investment approach from our partners and how we work with clients.

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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