The firm was founded in 2015 by Alan Conner and Joseph Sroka, both tenured investment industry professionals. We manage investment portfolios for high net worth individuals, family offices, corporations, pensions, endowments and foundations. We also provide sub-advisory services for other investment advisers.Our firm is defined by Experience, Discipline and Integrity.
NovaPoint’s founders each have over 20 years of experience in the financial markets working with both institutional and individual investors. We have experienced multiple market and economic cycles.
Our investment strategies focus on achieving results over market cycles and avoiding the emotional swings of the markets. This parallels the discipline with which we lead our daily lives. Alan Conner is an endurance athlete and three-time IRONMAN finisher. Joe Sroka, Jeff Wright and Frederick Wright are all former U.S. Army Officers and Rangers.
We conduct our business with the highest levels of integrity. NovaPoint adheres to the CFA Institute’s Code of Ethics and Standards of Professional Conduct. Joe Sroka, Jeff Wright, and Frederick Wright are all Chartered Financial Analyst (“CFA”) Charterholders.
The first step to a solid investment plan is to know your risk tolerance. You may be taking too much risk or too little. Click on the button to find your Risk Score. It takes just minutes to complete.