Chicago Financial Advisor

1363 Shermer Road
Suite 306
Northbrook, IL 60062
(872) 212-3149
(866) 676-6002
M-F: 9:00 AM TO 5:00 PM
Saturday: Closed
Sunday: Closed

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

    -    Pricing 

 

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®

Jim Barnash, CFP

jbarnash@nscadvisor.com

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

  • PROFESSION

  • BUSINESS​​

 

2. Identify the Two Types of Advice

  • REGISTERED INVESTMENT ADVISOR (RIA)

  • REGISTERED REPRESENTATIVE (RR)

 

3. Understand the Two Factors That Impact Performance

  • SKILL

  • COST

 

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.

Better Information

Better Decisions

NS Capital's Transparency Analysis provides data driven insights to help you make informed investment decisions.

Contact us and we'll show you how transparency can protect your financial interests.

Portfolio Management is the Foundation of Financial Wellness

Portfolio &
Money Management

Resources

Contact Us

Headquarters:
Stamford
Other Locations:
Chicago
Baltimore​

 

 

IMPORTANT DISCLOSURE INFORMATION   

 

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Check the background of this firm on FINRA’s BrokerCheck.           

 

NS Capital LLC is a Registered Investment Adviser. NS Capital and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those states in which NS Capital maintains clients. NS Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. NS Capital’s web site is limited to the dissemination of general information pertaining to its advisory services, and through the NS Blog access to additional investment-related information, publications, and links.  Accordingly,  NS Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as NS Capital’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by NS Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of NS Capital, please contact the SEC or the state securities regulators for those states in which NS Capital maintains a notice filing.  A copy of NS Capital current written disclosure statement discussing NS Capital’s business operations, services, and fees is available from NS Capital upon written request. NS Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NS Capital’s web site or incorporated herein, and takes no responsibility such content.  All such information is provided solely for convenience purposes only and all users should be guided accordingly.

 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by NS Capital), will be profitable or equal any historical performance level(s).

 

Certain portions of NS Capital’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, NS Capital (and those of other investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from NS Capital, or from any other investment professional. NS Capital is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. 

 

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if NS Capital is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of NS Capital by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Each client and prospective client agrees, as a condition precedent to his/her/its access to NS Capital web site, to release and hold harmless , NS Capital’s officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from NS Capital.

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