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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.
    The Denver Post Logo

    Jan. 6, 2021 – “Annus Horribilis — the Latin term for horrible year. A pandemic, stock market crash, racial tensions, wildfires, and a most contentious presidential election, it could not have been any worse,” said Fred Taylor, president of Northstar Investment Advisors in Denver.

    Northstar Insights

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

    Keeping Your Information Safe

    When we hear headlines about hackers getting into U.S. government networks, we are reminded that there are many bad actors putting a lot of effort into stealing information. This has proven to be very lucrative for criminals and is one reason why cybercrime will continue to be a threat to ordinary people.  Identity theft, cyber extortion, and ransomware are getting more advanced and harder to

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    Work With Us

    Northstar requires a $2 million account minimum.