Our team of 11 investment professionals includes 7 CFA® Charterholders, 2 CFP® professionals, and 2 CPAs with over 200 years of combined investment experience.
With well over $1 billion of assets under management, we are the 2nd largest independent SEC Registered Investment Advisory firm in Wisconsin.
We build customized equity and fixed income portfolios with high quality, consistent growth companies that typically possess the following characteristics:
Our team of 11 investment professionals, including 7 CFA charterholders, 2 CFP professionals and 2 CPAs, has over 200 years of combined investment experience.
We provide customized investment management and 401(k) services to families, corporations and endowments
High quality, consistent growth companies at reasonable prices is the cornerstone of our investment philosophy.
Founded in 1996 to ensure the continuity of our team and improve upon an already solid track record of results and service, we have grown assets under management to well over $1 billion.
Access our views on current economic and investment trends.
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North Star Asset Management, Inc.
59 Racine Street, Suite A
Menasha, WI 54952
Toll Free: 888.307.7900