Income First

Focused on generating cash flow for our clients

  • 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.


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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. 



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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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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. 

Team Bios

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.  

All News Community Contributions

Lessons from 20 years of investment management

October 7, 2015 — "The number of advisors who perform in-house research and select equities for their clients’ portfolios themselves is rapidly shrinking because of the time involved. Instead, many advisors have shifted towards picking managers and often have no idea what companies are in their clients’ portfolios because these portfolios are based on asset classes, not the underlying businesses themselves."

Denver execs weigh in on fed decision to hold interest rate steady

September 17, 2015 — "If anything this shows that we are a global economy and it is important what is going on in the rest of the world," said Fred Taylor, president and co-founder of Northstar Investment Advisors, LLC. "Ultimately what happened a month ago with the devaluation of the yuan in China is what triggered the correction, and when the stock market fell August 24, the Fed looked hard at that."

How to play catch up with your retirement savings

August 5, 2015 — "Given your age, you should ideally have a bit more than three-and-a-half times salary, or roughly $400,000, socked away in retirement savings in order to be able to retire at 65 on 80% of your pre-retirement salary, according to the benchmarks in financial planner Charles Farrell's book, Your Money Ratios."

Greece has been holding the markets hostage - but not any longer

July 30, 2015 — Why do the markets even care what happens to Greece? The concern stems from the possible domino affect or contagion that could occur if one weak member of the Eurozone leaves, and places the remaining 18 members at risk. If Greece can default on its debt obligations what prevents others who have borrowed a lot of money from doing the exact same thing?

Portfolio Rebalancing

June 9, 2015 — "By rebalancing, the bottom line is we are working the "buy low, sell high" strategy on both the price and the dividend income side of the portfolio."

What's Next?

Call (303) 832-2300

Call (303) 832-2300

Find out if Northstar is a good fit for you.

Meet the Team

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 Take It From There

We’ll work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio

Contact Northstar Investment Advisors Today