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."
- 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.
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.
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."
April 6, 2016 — "This decision is more art than science, but we will generally sell a company if we have determined that there is a high risk of a fundamental change to the economics of the business. This means we believe that the company's profits, and thus capacity to pay and raise dividends, have been meaningfully diminished for an extended period of time."
March 27, 2016 — “The only time a home is a financial asset is when you’re trading down,” Mr. Farrell says. “Certainly thinking about taking the equity that’s been built in a primary home and buying something else you can own debt free and with low expenses is smart.”
March 10, 2016 — "Very few people can live off of 2%," says Charles Farrell, chief executive officer at Northstar Investment Advisors in Denver. Most investors need the combination of price appreciation and dividends available in stocks "to make the numbers work in retirement," he says.
Call (303) 832-2300
Find out if Northstar is a good fit for you.
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 work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio