Neuenschwander Asset Management, LLC

Roy Neuenschwander is a Series 65-licensed advisor with 17 years of experience at Neuenschwander Asset Management, LLC, where he has worked since 2003. The firm serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, providing discretionary investment management and financial planning services. Neuenschwander Asset Management emphasizes diversified, passively managed portfolios based on Modern Portfolio Theory, employing no-load index funds and ETFs with a buy-and-hold strategy. The firm utilizes institutional platforms, Dimensional Fund Advisors’ software, and maintains unique practices such as locking in advisory fee tiers and leaving proxy voting decisions to clients.

Timothy Neuenschwander is a CFP® with 17 years of industry experience and has been with Neuenschwander Asset Management, LLC since 2007. He holds a Series 65 license and is based in McFarland, WI. Outside of his advisory role, he is the managing member of TJN Properties, LLC, a residential real estate business. Neuenschwander Asset Management serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, offering discretionary investment management and financial planning. The firm emphasizes diversified, passively managed portfolios grounded in Modern Portfolio Theory, typically using no-load index funds and ETFs, and employs a buy-and-hold strategy supported by institutional platforms and specialized software.

James Murphy III is a CFP® professional with 17 years of industry experience. He has been with Neuenschwander Asset Management, LLC since 2008. Outside of his advisory role, he is a co-owner and member of Pin High Properties, LLC, a residential rental property business in Oregon, WI. Neuenschwander Asset Management serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, offering discretionary investment management and financial planning. The firm emphasizes diversified, passively managed portfolios based on Modern Portfolio Theory and employs a buy-and-hold strategy using no-load index mutual funds and ETFs.