North Star Asset Management Inc is a leading independent SEC Registered Investment Advisory firm based in Neenah, WI. With over $2 billion in assets under management, they offer personalized and independent advice to families, corporations, and endowments, prioritizing their clients' interests as fiduciaries.
Their team of 11 investment professionals, including 9 CFA Charterholders, 2 CFP professionals, and 2 CPAs, brings over 200 years of combined investment experience. North Star Asset Management follows a meticulous investment approach, conducting proprietary fundamental analysis and building customized equity and fixed income portfolios through company visits and communication with Wall Street analysts.
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