With over 200 years of combined investment experience, our team of 10 investment professionals includes 8 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.
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North Star Asset Management, Inc.
134 E. Wisconsin Avenue
One Neenah Center, Suite 300
Neenah, WI 54956-3007
Toll Free: 888.307.7900
Our new address is: 134 E. Wisconsin Avenue One Neenah Center, Suite 300, Neenah, WI 54956-3007 Learn more