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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.

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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.

Road to Retirement: The Market Only Needs One Thing

By Charlie Farrell

Sept. 6, 2020 – “Right now, the market does not need the economy, corporate profits or dividends to grow. It’s going up despite all those things getting worse. It seems to only need one thing, and that is massive support from the Federal Reserve.”

Northstar Insights

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

Investing in a 529 Plan

Fred Taylor September 15, 2020

If you are like most people saving for college is a daunting task and financially it seems overwhelming to even get started. However, the good news, time is on your side if you start early enough. As we say in the investment business, it is not timing the market that makes you a successful investor but time in the market that does. The same can

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Building Portfolios to Last a Lifetime

Private Money Management

Retirement Planning

Portfolio Management

Investment Strategy

Independent Expertise, Individualized Attention

Building Portfolios to Last a Lifetime

Income-Focused Investment Advice

Start the Conversation

Our Leadership

Fred Taylor

Bob Van Wetter

Charlie Farrell

Meet Our Team

News & Leadership

Road to Retirement: The Market Only Needs One Thing