Guiding our clients to their financial objectives

During the Past 35 Years, We Have Developed a Research Process and a Commitment to Service that is Helping Our Clients Achieve Their Financial Goals.

We established North Star Asset Management, Inc. (NSAM) in 1996 to provide superior investment performance by focusing on internal, proprietary research and investing in high quality, consistent growth companies. We developed a vision of the way we wished to work and how we would help our clients achieve their financial goals. The result is a cohesive, agile firm that invests opportunistically and assertively.  Our success is a product of our experience, continuity, and commitment.

Prior to the establishment of North Star Asset Management, Inc., the five founding principals of the firm had worked as a team of Trust Investment Officers at Associated Bank in Neenah, Wisconsin. With an average of 20 years of investment analysis and portfolio management experience, our group has produced an enviable record of investment performance and client service. 

North Star Asset Management was founded to ensure the continuity of our team of professionals and to improve upon an already solid track record of results and service. The creation of an investment advisory firm with a limited number of clients for each portfolio manager has allowed for an enhanced level of proprietary investment research, expanded flexibility to pursue new investment opportunities, and a greater level of client communications. We remain firmly committed to our philosophy of long-term investment in a diversified portfolio of fundamentally sound, consistent growth companies.

North Star Asset Management is incorporated in Wisconsin and registered with the Securities and Exchange Commission. NSAM advises clients in 34 states and several foreign countries.

Why choose us?

Long-Term Focus which underlies all of our investment decisions.

Experienced Team of professionals with an average of 20 years of investment analysis and portfolio management experience.

Track Record of excellent performance.

Excellent Service as a result of our philosophy of a limited number of clients per portfolio manager.

Strong, Internal Research capabilities which include management visits and fundamental valuation techniques.

Organizational Stability given that we are 100% employee owned.

Truly Customized portfolio management tailored to meet your specific needs.

Low Fees based on assets that we manage, not on transactions.

Extremely Confidential

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