A complete list of active advisors currently associated with Neuenschwander Asset Management, LLC

Warmer can help you find a great advisor at Neuenschwander Asset Management, LLC or one who fits your needs even better.

Neuenschwander Asset Management is a small, advisor-led wealth management firm that provides discretionary portfolio management, personal financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, not‑for‑profits, and small businesses. The firm also supports participant‑directed retirement plans through third‑party administration and conducts participant education and plan investment monitoring. The firm follows a long‑term, Modern Portfolio Theory-based approach that emphasizes diversified, passive exposure via no‑load index mutual funds and ETFs, implemented with written investment policy statements and periodic rebalancing. NAM uses portfolio modeling tools (including Monte Carlo analysis) and may employ model portfolios or retain specific individual securities when tax considerations or client requests warrant. Distinctive operational features include the routine use of a third‑party sub‑advisor for managed fixed‑income (laddered bond) portfolios and reliance on that partner for trade processing and back‑office services, as well as participation in institutional platforms accessed through that relationship. The firm applies an explicit billing practice that retains a lower fee tier once a household attains it, does not vote client proxies (leaving voting and legal claims to clients), and receives software and periodic client referrals from a mutual fund provider.

To learn more about the advisors currently working at Neuenschwander Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.