July 2, 2017 — "What if you still have a mortgage? Should you rush to pay it off? Probably not if your remaining mortgage balance is more than 5 percent of your retirement savings. If you pull a big chunk of dough out of your retirement plan to pay off the mortgage, you may do more harm than good."
- Founded in 1995
- Independent Research
- $614 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.
June 18, 2017 — "If you survey financial advisers, most will tell you to fund your retirement first and then save what you can for your kids’ education. The main reason is that there are many support systems available for funding college education."
June 6, 2017 — Northstar President and Co-Founder Fred Taylor has been elected vice-chairman of Children’s Hospital Colorado Foundation’s Board of Trustees. Taylor will serve a two-year term and provide support for chairwoman Laura Wright.
May 21, 2017 — "Before you borrow, you need to estimate how much you’ll make from your venture. Only then can you figure out if you can support the debt payments. When most people hear this about college, they say, “I have no idea how much I’ll make.” And therein lies the problem. You’ve got to figure it out."
May 11, 2017 — "We have a very unique model in the sense that we don't manage money to beat the market every quarter or every year. Instead, what we are trying to do is to create a cash flow."
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