July 30, 2015 — Why do the markets even care what happens to Greece? The concern stems from the possible domino affect or contagion that could occur if one weak member of the Eurozone leaves, and places the remaining 18 members at risk. If Greece can default on its debt obligations what prevents others who have borrowed a lot of money from doing the exact same thing?
- 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.
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.
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."
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.
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."
May 3, 2015 — “When the oil industry experienced barrel prices in the $ 100 range, they expanded their debt, as they didn’t anticipate the downturn in 2014," said Fred Taylor, president and co-founder of Denver-based Northstar Investment Advisors.
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