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Building Portfolios to Last a Lifetime

Private Money Management

Retirement Planning

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Portfolio Management

Investment Strategy

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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Building Portfolios to Last a Lifetime

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.

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Our Leadership

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Fred Taylor

President and Co-Founder

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Bob Van Wetter

Co-Founder, COO and CCO

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.

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.

Oct. 4, 2020 – “It’s likely interest rates will be “zero bound” for at least the next three to four years, and probably longer. This presents some tough choices for retired investors: take more risk or live on less.”

Northstar Insights

Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.

Meet the First Recipient of the Northstar Investment Advisors Scholarship

In August, we awarded the first Northstar Investment Advisors Scholarship to Miquel Moroyoqui, a senior studying finance at Metropolitan State University of Denver. We wanted to share a bit more information about Miguel and why his application captured our attention. A first-generation American, Miguel will be  the first in his family to graduate from college. He applied for the Northstar scholarship on the very day

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