Building Portfolios to Last a Lifetime

Fred Taylor

PRESIDENT AND CO-FOUNDER

Fred’s responsibilities include working with Northstar clients to build portfolios that meet their investment and income objectives and serving on the firm’s investment committee. He also leads Northstar’s business development efforts.

Northstar continues to offer conflict responsibilities include working with Northstar clients to build portfolios that meet their investment and income objectives and serving on the firm’s investment committee. He also leads Northstar’s business development efforts.

Fred began his investment career in 1984 on the municipal bond trading desk of Mabon Nugent in New York City. Over the next decade, he worked at various financial institutions analyzing, trading, and selling equities and fixed income investments to institutional and retail clients. This experience provided him with invaluable market
knowledge and a keen ability to evaluate both equities and bonds.

Fred took a risk and left the security of working in the brokerage industry in 1995 to co-found Northstar. At the time, the RIA business was in its infancy. Most people had their money managed by stock brokers, invested directly in mutual funds or had bank trust departments advise them. His motivation was pretty simple: He had grown tired of selling products on a commission basis. Instead, he wanted to offer a service that was customized to meet an individual’s specific needs, free of any conflict of interest. It was an alternative to the typical way investors received financial advice and it resonated with many individuals, who he continues to serve today

Fred has also used his 35 years of investment experience to help some of Denver’s largest nonprofits improve their financial futures. He serves as chairman of the Children’s Hospital Colorado Foundation board and vice chair of CollegeInvest, Colorado’s 529 college savings plan.

Fred is past board member and chairman of the investment committees of The Children’s Hospital Colorado, The Denver Foundation, the Colorado Zoological Trust, The Women’s Foundation of Colorado and Kent Denver School.

In recognition of his work with Denver’s non-profits, Fred was named a recipient of The Denver Foundation’s 2017 Philanthropic Leadership Award and was in the first class of the Denver Business Journal’s 40 under 40 Awards in 1997. Recently, he was named a national finalist for Investment News’ Invest In Others Lifetime Achievement award for his service to Children’s Hospital Colorado Foundation.

From 2008 to 2010, Fred served as an economic advisor to Colorado Governor Bill Ritter. He is also a member of the Colorado Forum, a collection of business leaders focused on critical policy issues facing the state. Fred is a Colorado native and graduated cum laude from Middlebury College with honors in American History. He lives in Denver with his wife Claudia, and stepdaughter Isabella. He has two grown children: Caroline and Moses; and a granddaughter, Ray Marie.