About a year ago, I started thinking about how to expand my professional network and get better acquainted with the non-profits serving our community. My goal was to learn more about the issues facing Denver and to figure out where I might be able to plug in and use my skills. My desire to get…
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.
Which is the higher priority, retirement savings or college funding?by Charlie Farrell
June 18, 2017 — “If you survey financial advisers, most will tell you to fund your retirement first and then save what you can for your kids’ education. The main reason is that there are many support systems available for funding college education.”
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