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.

 

Learn More About How We Work With Clients Watch The Video

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

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."

When it comes to retirement income, dividend stocks beat bonds

June 1, 2015 — “Liability matching with bonds is so terribly expensive that most people just can’t afford to do it,” argues Charles Farrell, author of “Your Money Ratios” and chief executive of Northstar Investment Advisors, based in Denver.

A tale of two investment strategies

May 4, 2015 — "For the 20 years that Northstar has been in business, we have advocated earning income from your investments in the form of dividends paid by individual companies. We prefer dividends because their returns are never negative."

Retiring? Why you need less money than you think

April 14, 2015 — “If you have your mortgage paid off, it might take down the income you need by 10% or 15%,” says Denver financial adviser Charles Farrell, author of “Your Money Ratios.”

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