Income First

Focused on generating cash flow for our clients

  • Founded in 1995
  • Independent Research
  • $589 million Under Management
  • Fee-Only Compensation Structure
  • Wholly Owned By Our Partners

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.

 

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Who We Serve

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. 

 

 

Find Out How Our Strategy Can Work For You

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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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. 

Team Bios

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.  

All News Community Contributions

Colorado Investment Advisors: "Let's Not Overreact" to the Election

November 9, 2016 — Pollsters predicted a Hillary Clinton win and her defeat Tuesday sent the markets scrambling overnight. Fred Taylor dubbed the surprising presidential results a “Brexit 2.0” — the British vote to leave the European Union in June where polls predicted it would fail. “Nobody anticipated Trump winning — all the pollsters were wrong,” he said. “The one thing the market doesn’t like is uncertainty.”

What to Do About Corporate Taxes

October 25, 2016 — There has been plenty of discussion about how to address America's burdensome corporate tax policy. Two potential options include taxing profits made overseas by U.S corporations and limiting the tax deduction on corporate bond interest to 65 percent.

Northstar President Fred Taylor Appointed to Two Boards

October 13, 2016 — Northstar President and Co-Founder Fred Taylor has been appointed to the Colorado State Land Board’s Public School Investment Fund Board and the board of directors for CollegeInvest, Colorado’s 529 college savings plan provider.

Finance Industry: Bullish on Denver

July 26, 2016 — Taylor and three partners, tired of being at the whim of the big firms, started their own firm in 1996, Northstar Investment Advisors. They started a new way of doing business — charging a fee, rather than working on commissions. The firm also built a custom portfolio to help clients to live on stock dividends. “We took an old-fashioned approach and modernized it,” Taylor said.

Northstar Investment Advisors Expands Staff

July 14, 2016 — Northstar Investment Advisors has added Danette Penrod and John Riecke to it staff. Penrod has been appointed Client Services and Operations Manager and Riecke is serving as Operations Administrator.

What's Next?

Call (303) 832-2300

Call (303) 832-2300

Find out if Northstar is a good fit for you.

Meet the Team

Meet the Team

Learn more about investment approach from our partners and how we work with clients.

We'll Take It From There

We'll Take It From There

We’ll work with you to open a new account, transfer your assets and implement a new Northstar-managed portfolio

Contact Northstar Investment Advisors Today