Uncertainty? Trust the Process

June 12, 2018

by Jeffery V. Wright, CFA One of the biggest concerns when it comes to one’s financial and investment goals is the uncertainty around accomplishing those goals, be it retirement, estate transfer, philanthropy, or otherwise.  It can be difficult to predict financial market returns, the tax code, or many other factors of life, and these uncertainties …

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NovaPoint Capital Announces Appointment of New Managing Director

June 7, 2018

NovaPoint Capital announced today that Jeffery Wright has joined the firm to expand its depth of service for high net worth investors.  With over 9 years of experience in the investment and consulting industries, Mr. Wright brings to NovaPoint Capital a wide breadth of industry knowledge and experience.  Most recently, Mr. Wright served as Vice …

NovaPoint Capital Named Tops Guns Manager by Informa Investment Solutions

February 20, 2018

NovaPoint Capital has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. “We are very pleased to have our Large Cap Dividend Growth Strategy recognized among the Top Guns,” said Joseph Sroka, Chief Investment Officer and lead equity portfolio manager at NovaPoint Capital.  …

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NovaPoint Capital Supports Veteran-Serving Organizations

November 10, 2017

Alan J. Conner, President aconner@novapointcapital.com Joseph Sroka, CFA, CMT, Chief Investment Officer jsroka@novapointcapital.com NovaPoint Capital would like to show our respect and admiration for our nation’s veterans.  In honor of their service, we are donating 100% of our revenue earned on November 10th to three veteran-serving organizations, the Army Ranger Lead the Way Fund, the …

Are You Taking the Right Amount of Investment Risk?

August 2, 2017

Individuals we speak with often classify their investment risk tolerance with adjectives such as “Conservative”, “Moderate”, or “Aggressive”.  These self-classifications can be highly subjective and may not correctly capture the amount of risk someone is actually comfortable taking. One Moderate investor may feel uncomfortable if their portfolio fell 5% while another may not feel uncomfortable …

How We Work with NonProfit Organizations

August 2, 2017

Joseph Sroka, CFA, CMT Chief Investment Officer, NovaPoint Capital LLC jsroka@novapointcapital.com We believe nonprofit organizations of all sizes should have access to professional investment management and advisory.  At NovaPoint Capital, we make our services available to all qualified nonprofit organizations at a 50% reduction to our standard investment management fees and with no minimum investment. …

NovaPoint Capital Supports Veterans’ Service Organizations

May 25, 2017

Alan J. Conner, CPFA President aconner@novapointcapital.com Joseph Sroka, CFA, CMT Chief Investment Officer jsroka@novapointcapital.com May 25, 2017 NovaPoint Capital would like to show our respect and admiration for those who have paid the ultimate sacrifice in defense of our freedom.  In honor of their sacrifice, we are donating 100% of our revenue earned on May …

General Dynamics: Dividend Climbs

March 2, 2017

Joseph Sroka, CFA, CMT Chief Investment Officer, NovaPoint Capital LLC jsroka@novapointcapital.com The Board of Directors of General Dynamics (ticker: GD) announced an increase in the quarterly cash dividend on the company’s common stock to $0.84 per share from $0.76, a 10.5% increase.  This is the 20th consecutive year the company has raised its dividend. General …