Our flagship equity strategy is the NovaPoint Dividend Growth Strategy. The Strategy invests in the stocks of companies that have long-term track records of annual dividend increases.

The Strategy’s objective is to produce total returns above its benchmark with lower volatility.

Click here to link to our current Fact Sheet

Fixed Income

We manage high-quality bond portfolios customized for each clients’ needs. Depending on the type of investment account and tax status, we can utilize government, agency, corporate and municipal bonds.

Exchange Traded Funds

We can match a portfolio to your investment risk tolerance. Click below to take our Risk Questionnaire to find your Risk Score. It takes just minutes to complete.