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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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Our Leadership
News & Leadership
Nov. 1, 2020 – “These days, it’s probably more important to understand what the government is doing in markets and where they want investors to go, as opposed to how companies are doing. Now, both are important, but government support is more important right now.”
Northstar Insights
The Advantages of Working with a Small Firm
Investors have a wide range of options to choose from when it comes to financial advice. Banks, insurance companies, brokerage houses, wealth management firms and even online robo-advisors all offer investment guidance. While there might be a certain cache attached to working with a large Wall Street firm or a certain familiarity with the big-name brokerages you see advertising every Sunday during football season, at
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Next Steps
Call (303) 832-2300
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Find out if Northstar is a good fit for you.
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
