About the Company
North Shore Investment Advisors (NSIA) is a registered investment advisor, providing individuals and business with wealth management and financial guidance since 2002.
NSIA is located in Neenah, WI, just off the shores of Lake Winnebago. We pride ourselves on providing our clients a steady course of investment strategies through ever-changing market conditions.
Based on a book by Peter Lynch entitled One Up on Wall Street, John Olk, Principal of North Shore Investment Advisors, LLC (NSIA), learned that it’s not just the big Wall Street investment firms who deliver results to clients. In fact, boutique investment firms such as NSIA are equally capable, and at times more nimble, to research investments that allow you to obtain financial goals.
NSIA prides itself on using technimentals, a process that incorporates investment fundamentals and technical data, to understand investments beyond just the numbers.
Personalized Wealth Management Strategies
Retirement Planning at Any Stage of Life
IRA, 401k & Retirement Plan Rollovers
Employer Retirement Account Management – 401k & 403(b)
Mutual Fund, ETF and Fixed Income Strategies
Establishing Trusts and Estate Planning
Meet the Principal – John R. Olk
Since 2002, John Olk has led North Shore Investment Advisors using a personal approach to understanding each clients’ investment objectives and risk tolerance. His background started with Bank One in Milwaukee, followed by owning and operating a small shipping business in Appleton, Wisconsin. These practical business roles gave John and North Shore Investment Advisors the ability to better understand and identify investment areas that will set sail an investment strategy to move your portfolio forward.
Contact us today to learn more about investment strategies
110 W Wisconsin Ave
Neenah, WI 54956