January 18, 2017 — "Mr. Farrell wrote a paper back in 2006 that went into much more detail about how much savings (and debt) you should (and should not) have at various stages of your life. He’s also written a detailed book on the subject, called Your Money Ratios."
- Founded in 1995
- Independent Research
- $589 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.
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.
January 6, 2017 — I would say nine out of 10 investment advisors today are managers of managers,” Taylor said. “They don’t manage stocks individually; they outsource the money management to other managers. That’s expensive for the client. In our case, I think our competitors’ clients are paying 30 to 50 percent more than what they would pay with us
January 3, 2017 — Cheryl manages all aspects of vendor relations. She directs the visitor/client experience, assists with compliance administration, supports marketing and performs event planning. Cheryl also provides oversight for HR work and systems management.
January 1, 2017 — "If you have a mortgage, it’s a good idea to have it paid off before you plan to retire. Figure out how much extra you’d need to pay each month to eliminate your mortgage by the time you plan to retire, and get going."
December 22, 2016 — "The reality is that in most years, stock returns are positive and can serve as a source of distributions for retired investors. The problem is you can’t predict which years will be positive and you also have to accept the risk that stocks can fall significantly at any time."
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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