Managing wealth isn’t simply about acquiring assets. It’s about achieving what matters to you.
What financial freedom means to you may not be the same as someone else. Your goals for retirement, charitable giving or how to manage your estate most likely differ too.
That’s why we take the time to get to know you, the lifestyle you want to enjoy and your goals for the future. By building a relationship, we can better help you navigate your finances, provide solutions and make adjustments if priorities change.
Our wealth management team
Jim Murphy
CFP®, CTP®, EA
Chief Compliance Officer
jim@namadvisors.com
(608) 838-3330
Our investment philosophy
Capture the market’s long-term returns using an evidence-based approach that minimizes risk and lowers costs
Economic evidence shows that the major capital markets are highly efficient. And chasing “hot” investments and attempting to beat the market rarely pay off in the long run. They may actually harm your financial stability.
Our approach is straightforward and focuses on:
- Diversifying extensively within and across asset classes
- Reducing non-market risks with a mix of global investments
- Using low-cost institutional managers who provide evidence-based core equity mutual funds or asset classes
- Avoiding volatile, fixed-income classes such as long-term bonds, junk bonds and mortgage-backed securities
- Restricting fixed-income investments to high-quality, short- to intermediate-term bonds
Most importantly, we want to make sure you understand the process. Your investment and wealth strategy needs to feel right.
Our promise to you
since Roy Neuenschwander started the business in 2003
We realize you’re busy. You have better things to do than worry about managing your investments, understanding asset classes, and chasing down your advisor for answers.
That’s why at Neuenschwander Asset Management, we promise to:
- Make it easy to reach our team
- Respond to you in a timely manner
- Provide resources when helpful
- Be responsive and adapt if your priorities change
Giving back to the community is also a promise of ours. And, every year, you’ll find us pitching in to make a difference at various organizations throughout Dane County, Wisconsin. Local clients have joined us as volunteers at organizations including:
- Habitat for Humanity
- Dane County ReStore
- Susan G. Koman Breast Cancer Foundation
Let’s get to know each other
There’s no cost for the initial Discovery or Investment Plan meeting. It’s time well spent. And the best way to know if there’s a mutual interest in committing to building a long-term relationship.
Christine joined the NAM team in 2020, along with her six-plus years of Administrative and Executive Assistant experience. She was born and raised in Wisconsin. She has a love for film, comedy writing, and music, particularly between the 50’s and 80’s.
During my salad days, I studied business at the University of Minnesota and the Carlson School of Management. Taking this route seemed to make sense when I graduated high school, as it offered the opportunity to pursue a career in business. However, the experience didn’t go as planned. I found myself disillusioned by the focus and teachings of business school, with many of the lessons revolving around detached relationships focused solely on profit. I eventually concluded that this was not my personal path. I chose instead to purse a passion – writing – and veered off into journalism for the next six years of my life.