NEUENSCHWANDER ASSET MANAGEMENT, LLC

Overview

Neuenschwander Asset Management, LLC is a small independent advisory firm that manages client portfolios with a discretionary approach and a focus on pooled public funds and third‑party manager allocations. The firm is set up as an LLC and operates for both individual and institutional clients, with a stated practice of portfolio management for individuals and small businesses and the selection of other advisers. Its business activities also include accounting services, and the firm charges clients through a combination of a percentage of assets under management and fixed fees. Investment activity centers on using mutual funds and other public investment vehicles as the backbone of client portfolios, while allocating selectively to private placements and real estate through external alternative managers. The firm identifies as a capital allocator—meaning it places client capital with outside managers where it sees specialization advantages—rather than building all strategies in-house. Neuenschwander Asset Management, LLC is not positioned as an ESG‑focused manager and currently reports managing assets on a single‑state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices