With over 200 years of combined investment experience, our team of 11 investment professionals includes 7 CFA® Charterholders, 2 CFP® professionals, and 2 CPAs.
NSAM is the 2nd largest independent SEC Registered Investment Advisory firm in Wisconsin, with over $1.5 billion of assets under management.
Our team of 11 investment professionals, including 7 CFA charterholders, 2 CFP professionals and 2 CPAs, has over 200 years of combined investment experience.
Founded in 1996 to ensure the continuity of our team and investment approach as well as our commitment to personalized client service, we have grown assets under management to well over $1 B.
Access our views on current economic and investment trends.
Read frequently asked questions and related answers pertaining to North Star Asset Management.
North Star Asset Management, Inc.
59 Racine Street, Suite A
Menasha, WI 54952
Toll Free: 888.307.7900