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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.
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Nov. 1, 2020 – “These days, it’s probably more important to understand what the government is doing in markets and where they want investors to go, as opposed to how companies are doing. Now, both are important, but government support is more important right now.”

 

Northstar Insights

Read our blog to get the latest information on market trends, our investment strategies, community involvement and personal finance news.
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The Advantages of Working with a Small Firm

Investors have a wide range of options to choose from when it comes to financial advice. Banks, insurance companies, brokerage houses, wealth management firms and even online robo-advisors all offer investment guidance. While there might be a certain cache attached to working with a large Wall Street firm or a certain familiarity with the big-name brokerages you see advertising every Sunday during football season, at

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