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. 

 

 

Find Out How Our Strategy Can Work For You

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.  

 

Learn more about our investment approach

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

Millennials - How will you be able to retire?

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.

Just how low can oil prices go?

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.

These Stocks Do Best in Rocky Markets

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."

Chipotle, low oil prices drag down Colorado stocks in 2015

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.

Stocks Should Be a Big Part of Your Portfolio in 2016

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.

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