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.
With over 200 years of combined investment experience, our team of 10 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.
As fiduciaries, we provide families, corporations and endowments with customized investment management and retirement planning services.
We build customized equity and fixed income portfolios by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts.
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.
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