Chicago Financial Advisor
1363 Shermer Road, Suite 306
Northbrook, IL 60062
M-F: 8:30 AM TO 5:30 PM (EST)
Weekends: By Appointment
NS Capital's Chicago Office
The New Standard in Portfolio Management & Financial Advice
NS Capital is an employee-owned Registered Investment Advisory Firm (RIA) that offers financial advice and portfolio management services to individuals, small businesses and endowments in the Chicago area.
NS Capital was formed to address specific
problems that are endemic in financial services:
- Lack of independent and objective financial advice
- Conflicts of Interest and the lack of transparency
- Biased portfolio construction
In the Chicago area, we help investors with the unique
challenge of achieving transparency to protect
their financial interests. As a fee-only RIA,
we provide conflict free financial advice.
Chicago's Premier Financial Advisory Firm
Lead by Jim Barnash, CFP®
Mr. Barnash has been an industry professional for over 3 decades and a life long resident of Chicago. He began his career with the Equitable Life Insurance before moving on to an independent financial planning practice. As a CFP® instructor for his alma mater, DePaul University he became a sought-after talent by major financial firms. Jim became a Regional CEO for Lincoln Financial Advisors in 2000 where he doubled the size of the firm in seven years. Later, at Ameriprise, he was the National Director of Financial Planning, and his last position before joining NS Capital was as Midwest Regional Manager at Edelman Financial.
In addition, Jim was a volunteer leader for the Financial Planning Association, the world’s largest association for Certified Financial planners. Jim was president of the National Association in 2007 and Chairman in 2008. Jim was an adjunct faculty member for W.R. Harper College and DePaul University for ten years.
Jim’s entire career has been about helping individuals, couples and closely held business owners achieve financial well-being. Within NS Capital, Jim’s practice is focused on leveraging his financial planning expertise by offering tax planning and solutions to help his clients pay less in taxes and then to implement synergistic portfolio and asset management recommendations.
There are many facets to achieving long term financial wellness: portfolio management; financial planning; tax planning; and estate planning. All are important components but not equal in their impact on financial wellness. NS Capital believes that high-quality portfolio management–how your assets are managed and what you pay–is the critical component for long-term financial wellness. It is the foundation upon which all other facets are based.
After we complete our advisory phase–which determines the wants and needs of each client–NS Capital focuses on portfolio construction and asset management exclusively. We are not a generalist firm because we know that high-quality portfolio management requires constant attention, which cannot be said of the other facets. This in no way negates the value of the other facets; but our approach is to partner with subject matter experts who also are focused solely on their specific discipline as we are on ours.
Planning decisions are event driven and require periodic attention.
Four Principles for Investment Success
1. Recognize the Two Types of Asset Management
2. Identify the Two Types of Advice
REGISTERED INVESTMENT ADVISOR (RIA)
REGISTERED REPRESENTATIVE (RR)
3. Understand the Two Factors That Impact Performance
4. Demand Full Transparency
WHAT ARE ALL THE FEES AND COSTS?
WHAT ARE THE CONFLICTS OF INTERESTS?
IS THERE CURRENT AND PAST LITIGATION?
IS THERE AN ALIGNMENT OF INTEREST?
When it comes to asset and portfolio management,
nothing is static–there are no one-time decisions.