Neuenschwander Asset Management, LLC in Madison, Wisconsin
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- Business name: Neuenschwander Asset Management, LLC
- Address:
- 4722 Farwell Street
McFarland, WI
Madison, Wisconsin 53558 - Phone number: 608-838-3330
- Fax number: 608-838-3336
- Map:
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- Email address:
- Category: Financial
- Description:
- Neuenschwander Asset Management, LLC ("NAM") is a fee-only, passive-asset class investing firm located in McFarland, Wis., and serving the Madison area and southern Wisconsin. A family-owned firm founded in 2003, NAM provides clients with diversified investment opportunities that tilt toward small- and value-company stocks in both U.S. and international markets through Dimensional Fund Advisors ("DFA") mutual funds. Passive-asset class investing instills a buy-and-hold strategy in which portfolios are crafted toward an individual client's needs, goals and risk tolerance. This strategy incorporates Modern Portfolio Theory, which is based on the principal that markets are efficient, that diversification can optimize a portfolio, and that markets reward long-term investors. As part of this process, mutual funds are periodically rebalanced to stay within a targeted investment policy for each client and minimum trades are made within individual mutual funds. This strategy not only offers a long-term approach to investing, but also reduces fees and turnover costs for clients. In addition to investment advisory services, NAM aims to serve clients as a "Family CFO" by offering estate services and tax planning and preparation. For more information, visit www.namadvisors.com or call 608-838-3330.
- Photos:
- Last update: 2008-04-22
- Visits: 1981
