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.


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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. 



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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.  


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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

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."

Investors: How to know when to hold 'em and when to fold 'em

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."

Should Retirees Rent or Own?

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.”

Finding Stable Dividends in a Rough Market

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.

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