With over 200 years of combined investment experience, our team of 11 investment professionals includes 9 CFA Charterholders, 2 CFP professionals, and 2 CPAs. NSAM is the 2nd largest independent SEC Registered Investment Advisory firm in Wisconsin, with assets under management approaching $2 billion.
As fiduciaries, we provide families, corporations and endowments with customized investment management and retirement planning services. We build customized equity and fixed income portfolios by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts.
As fiduciaries, we provide families, corporations and endowments with customized investment management and retirement planning services. We build customized equity and fixed income portfolios by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts.
Services
Prior to the establishment of North Star Asset Management, our five founding principals worked as a team of Trust Investment Officers at Associated Bank in Neenah, Wisconsin. Our success, as evidenced by our assets under management growth from $0 in 1996 to nearly $2 billion today, has been a product of our experience, continuity, and commitment.
Investment Management Services - We provide investment management services by building customized portfolios of high quality, consistent growth equity and fixed income securities, augmented with open and closed-end mutual funds and exchange traded funds, to meet the specific financial objectives of our clients.
Our team of portfolio managers and investment analysts evaluate investment opportunities by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts. By limiting the number of client relationships, we ensure that our portfolio managers have time to commit to personalized client service, while also performing research to discover new investment ideas.
A: We are a fee only advisor. Our clients are charged a flat percentage fee of 0.6% based on the assets we manage. The management fee can be deducted from the account with your approval or an invoice can be mailed to you. A: Our clients pay broker commissions on the trades we direct, which are paid directly to the custodian we use.
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