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Building Portfolios to Last a Lifetime


Private Money Management


Retirement Planning


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.

Two pie charts showing accumulating wealth and retirement income.

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


Fred Taylor

President and Co-Founder


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.

By Charlie Farrell 

August 2, 2020 – If you believe the nation will recover from the virus and the economy will get back to normal, then there is no reason for stock prices to fall. A rational investor will look through the bad current numbers to better numbers down the road.

Northstar Insights

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

Northstar Launches Scholarship to Increase Diversity in Finance

Last month, Northstar marked its 25th anniversary with an announcement that we had launched a scholarship fund for finance students at Metropolitan State University of Denver. Over the next year five years, we’ll provide $25,000 to students who are traditionally underrepresented in the finance industry, in hopes of increasing diversity in the field. Before the pandemic hit, I was fortunate enough to serve as a

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