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Building Portfolios to Last a Lifetime

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Private Money Management

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Retirement Planning

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Portfolio Management

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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

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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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By Fred Taylor

June 4, 2020 – “Once the markets began to react rapidly to the pandemic and the total shutdown of the U.S economy was inevitable, it was clear we had to shift our strategy. While investment decisions can sometimes be debated for months, we knew the situation required us to move quickly and communicate changes to staff as clearly as possible.”

Northstar Insights

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

Celebrating 25 Years

Twenty-five years ago this month Fred Taylor, Dick Kopp, Moses “Tony” Taylor and I upended our otherwise routine lives to start Northstar. Although the four of us came from different areas of the financial services world including bond sales, trust investments and trading, we were all very clear about what we wanted to accomplish as an independent fiduciary advisor to individuals and families. We suspected

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