NovaPoint is proud to announce that Meghan Hoover has earned the Federal Retirement ConsultantSM designation issued by the Federation of Federal Employee Benefit Advocates (FFEBA). The FRCSM certification is also a professionally listed designation with the Financial Industry Regulatory Authority (FINRA). The FRCSM designation signifies expertise in federal retirement systems to enable advisers to …
NovaPoint Earns 2025 Military Friendly ® and Military Spouse Friendly ® Employer Designations
Atlanta, Georgia (Nov 11th, 2024) — NovaPoint announced today that it has earned the 2025 Military Friendly ® Employer award. Institutions earning the Military Friendly ® Employer designation were evaluated using both public data sources and responses from a proprietary survey. Over twelve hundred companies participated in the 2025 Military Friendly ® survey. NovaPoint …
NovaPoint Supports Veterans Service Organizations
NovaPoint would like to show our respect and appreciation for our nation’s veterans. In their honor, we are making donations to three Veterans Service Organizations: Children of Fallen Patriots Foundation, Special Operations Medical Association, and Wreaths Across America. Children of Fallen Patriots provides college scholarships and educational counseling to military children who have lost …
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NovaPoint Supports Veterans Service Organizations
NovaPoint would like to show our respect and appreciation for our nation’s veterans. In their honor, we are making donations to three Veterans Service Organizations: Children of Fallen Patriots Foundation, Special Operations Medical Association, and Wreaths Across America. Children of Fallen Patriots provides college scholarships and educational counseling to military children who have lost a …
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Larry Dixon Achieves Enrolled Agent Designation from the IRS
The NovaPoint Group is proud to announce that Larry Dixon has earned the prestigious Enrolled Agent (EA) designation from the Internal Revenue Service (IRS). An Enrolled Agent is a federally authorized tax practitioner with technical expertise in the field of taxation. They are empowered by the U.S. Department of the Treasury to represent taxpayers before …
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Joseph Sroka speaking at Florida RIA Summit – December 7th
On Wednesday, December 7th, NovaPoint’s chief investment officer, Joseph Sroka, will be speaking at Portfolio Summits’ Florida RIA Summit in Tampa. Joe will join a panel of fellow investment professionals to discuss “Market Outlooks and Opportunities”. The third annual Florida RIA Summit is a one day meeting of 100+ registered investment advisors based throughout …
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NovaPoint Supports Veterans Service Organizations
NovaPoint Capital would like to show our respect and appreciation for our nation’s veterans. In their honor, we are making donations to three Veterans Service Organizations: Children of Fallen Patriots Foundation, Special Operations Medical Association, and Wreaths Across America. Children of Fallen Patriots provides college scholarships and educational counseling to military children who have …
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NovaPoint Supports Veterans Service Organizations
NovaPoint Capital would like to show our respect for those who have made the ultimate sacrifice in defense of our freedom. In their honor, we are making donations today to three Veterans Service Organizations: the Children of Fallen Patriots Foundation, the U.S. Army Ranger Association’s Michael B. Ranger Legacy Scholarship Program, and the Project …
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NovaPoint Supports Veterans Service Organizations
NovaPoint Capital would like to show our respect for those who have made the ultimate sacrifice in defense of our freedom. In their honor, we are donating 100% of our revenue earned on May 22nd to three Veterans Service Organizations: the Army Ranger Lead the Way Fund, the Children of Fallen Patriots Foundation, and …
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NovaPoint Capital Awarded Top Guns Designation by Informa Financial Intelligence
NovaPoint Capital has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. NovaPoint Capital was honored with the Bull Bear Master Top Guns rating for its Dividend Growth Strategy for the three-year period ending June 30, 2019. “We are very pleased …
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NovaPoint Capital Supports Veterans Service Organizations
NovaPoint Capital would like to show our respect for those who have made the ultimate sacrifice in defense of our freedom. In their honor, we are donating 100% of our revenue earned on May 24th to three Veterans Service Organizations: the Army Ranger Lead the Way Fund, the Children of Fallen Patriots Foundation, and …
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NovaPoint Capital Named Top Guns Bull and Bear Master by Informa Financial Intelligence
NovaPoint Capital has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. NovaPoint was honored with the Bull Bear Master designation for its Large Cap Dividend Growth Strategy for the three-year period ending March 31, 2019. “We are very pleased to have …
Frederick Wright Joins NovaPoint Capital
NovaPoint Capital announced today that Frederick Wright has joined the firm as a Managing Director and Portfolio Manager. With over 25 years of experience in the investment industry, Frederick brings to NovaPoint Capital a wide breadth of industry knowledge and experience. Most recently, he served as a Partner and Wealth Advisor at Brightworth where …
NovaPoint Capital named Large Cap Manager of the Year by Emerging Manager Monthly
NovaPoint Capital has been named Large Cap Manager of the Year for the 13th Annual Emerging Manager Awards by Emerging Manager Monthly. The award recognizes the NovaPoint Dividend Growth Strategy as the top strategy in the Large Cap Equity category based on outstanding performance and growth. “The recognition of winning the Manager of the Year …
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NovaPoint Capital Named Top Guns Manager by Informa Investment Solutions
Atlanta, Georgia — February 19, 2019— 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 …
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A Dissipating “Axis of Worry”
A Dissipating “Axis of Worry” Many of the concerns that caused the steep drop in the stock market in the fourth quarter of 2018 have started to dissipate. The combination of rising interest rates, a trade dispute between the U.S. and China, lower oil prices, and the U.S. government shutdown all rolled into what we …
NovaPoint gives back at Positive Growth charity golf tournament
We were happy to sponsor the 12th hole at the Positive Growth charity golf tournament. Positive Growth improves the lives of children, youth, adults and families during difficult life transitions by providing residential and community-based treatment services. NovaPoint Capital’s president Alan Conner is a board member at Positive Growth. You can learn more about Positive …
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NovaPoint Capital Supports Veterans Service Organizations
NovaPoint Capital would like to show our respect 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 25th to three veterans service organizations: the Army Ranger Lead the Way Fund, the Children of Fallen Patriots Foundation, …
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NovaPoint Capital Named Tops Guns Manager by Informa Investment Solutions
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
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 …
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Are You Taking the Right Amount of Investment Risk?
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 …
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NovaPoint Capital Supports Veterans’ Service Organizations
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 …
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