Campbell Newman Asset Management Inc

Campbell Newman Asset Management, Inc. is a registered investment adviser providing portfolio management services to institutional clients, high net worth individuals, and others. Established in August 1972, the firm offers discretionary investment management services tailored to individual client needs and objectives. Their investment strategies include Large Cap Dividend Growth, Small Cap Growth, and Large Cap Growth. The firm's principal owner is Mary C. Brown, who serves as President and Portfolio Manager/Analyst. CN charges fees based on a percentage of the account's market value, with fees starting at 0.85% for Large Cap strategies and 0.95% for Small Cap strategies. Clients' accounts are reviewed regularly by portfolio managers, and CN has policies in place to address conflicts of interest, including a Code of Ethics. The firm does not engage in performance-based fees and has no disciplinary information to disclose. CN does not have affiliates and does not share client information with nonaffiliates for marketing purposes. Clients have the right to limit sharing of their personal information for marketing purposes. For more information, clients can contact CN at (414) 908-6670 or [email protected].