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Investment Advising

NAM Advisors (serving the Madison Wisconsin area) investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) funds and a proprietary fixed income portfolio design provided by independent firm BAM Advisor Services, LLC ("BAM"). BAM helps like-minded Registered Investment Advisor firms, often associated with CPA practices, start, build and manage their advisory organizations.

Neuenschwander Asset Management, LLC (NAM) offers fee-only investment advisor services for individuals, businesses, trusts, not-for-profits and retirement plans. We offer an advisor relationship built on personal trust and company-wide integrity. An important part of our wealth management service involves the evaluation and implementation of customized risk management strategies through BAM Risk Management, LLC.

We also have established a strategic alliance with BAM to help us bring you a powerful team approach to your investment experiences. BAM also provides us with certain fixed income sub-advisory services. We have chosen to work with BAM because we are confident that the alliance brings you important benefits, including enhanced service levels; combined expertise and leveraging capabilities; cost-effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor.

Our firm is entirely independent of BAM. Based in McFarland, Wisconsin, Neuenschwander Asset Management, LLC (" NAM") was founded by Roy Neuenschwander in 2003 as a means of providing investors with long-term goals access to passive asset class investment options. With an office in McFarland WI we also serve the Madison, WI area include Fitchburg, WI, Stoughton, WI, Monona, WI, Cottage Grove, WI, Sun Prairie, WI, and Waunakee, WI.  As the firm has grown, NAM has added new investment advisor representatives to ensure its ongoing ability to offer the highest levels of individualized client services. We make our own decisions directly with you. At the same time, we share a common approach to high-quality client service. Its investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) funds and BAM's proprietary fixed income portfolio design and execution capabilities.



ABOUT US

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you. Discovering and achieving what matters to you. Providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. NAM Advisors - providing tax preparation, wealth management, financial planning and 401(k) advising in McFarland, Wisconsin.