February 11, 2016 — Here’s the good news: if you start saving now, you will more than likely have more money in retirement than the generation right in front of you, Generation X, who are busy playing catch up with their retirement accounts after two brutal bear markets over the last 16 years.
- Founded in 1995
- Independent Research
- $529 million Under Management
- Fee-Only Compensation Structure
- Wholly Owned By Our Partners
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.
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.
February 4, 2016 — Could oil go as low as $20 a barrel? It certainly could, but commodities are a self-correcting mechanism. At some point in time, production gets cut to the bone, the oversupply gets used up, and prices stabilize.
January 11, 2016 — "Investors get confused by just looking at current yield," said Charles Farrell, CEO of Northstar Investment Advisors in Denver. "But income streams become less valuable unless they grow."
December 31, 2015 — "Most market indexes showed small losses for 2015, but this masked the brutal bear market in many stocks impacted by oil prices below $40 a barrel," said Fred Taylor, president of Northstar Investment Advisors in Denver.
December 11, 2015 — “The problem with the 60/40 model is that on 40% of your money, you really can’t build any real wealth. You have to consider inflation and then you have to take into account the taxes you have to pay on the interest you earn on those bonds. It becomes harder to get ahead,” says Charles Farrell, chief executive of Northstar Investment Advisors in Denver.
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Meet the Team
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We'll Take It From There
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