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Building Portfolios to Last a Lifetime

Private Money Management

Retirement Planning

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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.

Work With Us

Northstar requires a $2 million account minimum.

    Our Leadership

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    Fred Taylor

    President and Co-Founder

    Portrait of Bob Van Wetter thumbnail

    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 

    March 13, 2021 – “First, investing is not meant to be a mode of gambling Las Vegas style. Second, investing is a way to build wealth over a long period of time. Third, it is time in the market, not timing the market that makes you a successful investor.

    Northstar Insights

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

    401K Rollover Overview

    Rolling over a 401k into an IRA may sound daunting, but making that transition can be a good step in helping you take more control over your investments, and it’s likely much easier than it sounds. In fact, there is generally no cost to doing it except a bit of your time and the fact that your funds may be out of the market for

    Read More »

    Work With Us

    Northstar requires a $2 million account minimum.