North Star Asset MGMT Inc
North Star Asset Management Inc. is a leading independent investment advisory firm located in Neenah, Wisconsin, with nearly $3 billion in assets under management. Founded in 1996, the firm prides itself on providing personalized, fiduciary advice, ensuring clients' interests are prioritized through a fee-only structure.
The experienced team of 11 professionals includes 9 CFA charterholders, 2 CFP professionals, and 2 CPAs, collectively bringing over 200 years of investment expertise. North Star specializes in customized investment management and retirement planning services for families, corporations, and endowments, utilizing proprietary fundamental analysis to build tailored equity and fixed-income portfolios.
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