FA 100: CNBC ranks the top-rated financial advisory firms of 2022
Why Choose North Star
We provide personalized and independent advice.
As fiduciaries, we put our clients’ interests first.
As fee-only advisors, we charge 0.6% of the assets we manage.
Credentials:
With over 200 years of combined investment experience, our team of 11 investment professionals includes 9 CFA® Charterholders, 2 CFP® professionals, and 2 CPAs.
Assets Under Management:
NSAM is the 2nd largest independent SEC Registered Investment Advisory firm in Wisconsin, with assets under management approaching $2 billion.
Our Services
As fiduciaries, we provide families, corporations and endowments with customized investment management and retirement planning services.
Our Approach
We build customized equity and fixed income portfolios by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts.
Team
Our team of 11 investment professionals, including 9 CFA charterholders, 2 CFP professionals and 2 CPAs, has over 200 years of combined investment experience.
History
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 nearly $2 billion.
FAQs
Read frequently asked questions and related answers pertaining to North Star Asset Management.
Contact Us
North Star Asset Management, Inc.
134 E. Wisconsin Avenue
One Neenah Center, Suite 300
Neenah, WI 54956-3007
Phone: 920.729.7900
Toll Free: 888.307.7900
Fax: 920.729.7904
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