Income First

Focused on generating cash flow for our clients

  • Founded in 1995
  • Independent Research
  • $548 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

Northstar Investment Advisors Expands Staff

July 14, 2016 — Northstar Investment Advisors has added Danette Penrod and John Riecke to it staff. Penrod has been appointed Client Services and Operations Manager and Riecke is serving as Operations Administrator.

Brexit: Should Britain Stay in the EU - or Should it Go?

June 14, 2016 — "On the surface, the Brexit question is rather simple: maintain the status quo or go it alone. However, the ramifications of leaving the European Union are very complicated and could have long-lasting effects on the British pound and Britain’s economy going forward."

Why Investors Need the Sizzle and the Steak

June 1, 2016 — "If you are an investor, you pay attention to profits. Regardless of the GDP figures, if profits are shrinking, it's not good news for investors, whose success is based on the profits generated by the companies they own. If they don't generate profits, then the value of the business is eventually going to decline."

Is What Happens on "Billions" Myth or Reality?

May 19, 2016 — "Shorting stocks is the single most-risky way to invest, simply because you don’t know what your downside risk is going to be. If you are long in a stock, it can only go to zero and you lose all of your original investment, but at least you know what that amount will be. If you sell a stock short and the stock continues to go up, there is no way to quantify your loss until you finally cover your short position."

Negative interest rates: A risky new economic tool?

May 3, 2016 — "Negative interest rates discourage banks from hoarding cash and in theory, stimulate lending to businesses and households instead. They also push investors into riskier assets by making bonds a much less attractive option."

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