Your trusted advisor
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. 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.
The firm’s 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.
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. BAM was founded in 1997, with headquarters in St. Louis, Missouri. Today it serves a nationwide base of more than 100 independent Registered Investment Advisor firm clients like ourselves, who particularly value the academically based, cost-effective approach we seek to deliver.
Our firm is entirely independent of BAM and provides wealth management, financial planning, tax preparation and 401k services in the Madison Wisconsin area (including Monona, WI, Stoughton, WI, McFarland, WI, Fitchburg, WI). We work with clients all over southern Wisconsin and the country. We make our decisions directly with your involvement. At the same time, we share a common approach to high-quality client service.
At Neuenschwander Asset Management, we believe the client always comes first. It’s the principal that we were founded upon and the core value of everything that we do.