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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.

By Gail MarksJarvis

March 13, 2020 – If a retiree won’t be able to pay near-term expenses without tapping stocks during a bear market, Charles Farrell, chief executive of Northstar Investment Advisors in Denver, said he would suggest a retiree reduce spending rather than selling stocks.

Northstar Insights

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

Managing Through and Beyond the Crisis

The financial markets continue with their process of sorting through all the data about the coronavirus, its impact on consumers, companies, and the overall economy.  Right now, the world is feeling pretty bad. Investors are opting to get out more than to get in.   This does make some sense given what’s happening currently. The virus has impacted the economy in very profound ways, and some industries

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