Building Portfolios to Last a Lifetime

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.

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.

Work With Us

Northstar requires a $2 million account minimum.

Our Leadership

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.

Northstar President Fred Taylor Re-Appointed to CollegeInvest Board

By Northstar Staff

July 22, 2021 -Northstar President and Co-Founder Fred Taylor has been re-appointed to the board of directors for CollegeInvest, Colorado’s 529 college savings plan provider. Taylor, who serves as vice chair of the board, will serve until 2025.

Northstar Insights

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

When Should You Start Taking Social Security?

Charlie Farrell July 1, 2021

As people approach the age of 60, many start thinking about how and when to access their Social Security benefits. When it comes to choosing when to start, the good news is that on paper it doesn’t matter. The actuaries who work for Social Security have crunched the numbers, and on average, the benefit payment options are designed to be actuarily equivalent. That means if