Firm Overview & History
Overview
Campbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients. Our two strategies feature high-quality biased, high conviction portfolios and the Firm’s edge: “judgment backed by experience.” Importantly, our firm’s culture is built on five core values –client focused, stewardship, transparency, integrity and teamwork.
Campbell Newman is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
FIRM HISTORY
Campbell Newman was founded in Milwaukee in 1977 and had long been known as a high-quality growth stock manager. The firm has successfully transitioned to its second generation of management and ownership. Current management became responsible for all aspects of firm operations in 2003, which is also the year our flagship Large Cap Dividend Growth strategy was launched. In 2014, the Small Cap Growth strategy was introduced as a natural line extension, to diversify the firm’s offerings and capitalize on the experience and capacity of the team. The Campbell Newman name has been retained in honor of company founders, Leonard Campbell, Jr. and Raymond F. Newman.
