WEALTH MANAGEMENT

A Portfolio Designed With You In Mind

Our values are deeply aligned and rooted in your success - always.
We are committed to implementing portfolios using a foundation of science,

structured methodologies, and disciplined strategies to deliver successful outcomes for our clients.

Our approach ensures that that strategic asset allocation and asset location are key components of your investment plan. By prioritizing logic over emotion, we create robust investment strategies designed to withstand market fluctuations and maximize returns. Having wealth is reassuring, but keeping and growing your wealth provides even greater peace of mind. At Novi Wealth Partners, we work diligently with you to preserve and enhance your financial well-being, ensuring your wealth continues to grow for the future.

We focus on tax-efficient, cost-effective strategies to maximize savings and ensure efficient portfolio growth, enhancing your financial well-being

Tax Efficient
Cost Effective Implementation

We design tailored, well-balanced portfolios to maximize returns and minimize risks. Our meticulous approach aligns your financial plan with your life’s aspirations for long-term success.

Portfolio Design
Matters Most

We provide unbiased, evidence-based advice for financial success without speculation, ensuring disciplined, transparent, and sustainable investments

Markets Work

We manage risk and investor behavior to ensure financial success. By assessing risk tolerance and promoting disciplined investment, we help you navigate market volatility, protect assets, and achieve steady, long-term growth

Managing Risk and Behavior is Essential

We Invest On The Foundation Of Five Core Principles

Investing globally across diverse markets and sectors reduces regional risks and enhances growth opportunities, aiming for stable, long-term returns

Global Diversification

Working with Novi Wealth Partners helps you make prudent investment decisions while avoiding the dangers of bad investment behavior. Our team has decades of combined experience. We keep you on track and settle for nothing short of excellence.

As fiduciary financial advisors we create an investment plan tailored to your personal financial needs while helping you focus on the elements that add value.

After the investment plan is drafted and approved by you, it becomes a guide, but is always a work in progress. We closely monitor the strategy for rebalancing opportunities to take advantage of movement in the market and improve your personal after tax return. Meeting with us regularly to keep us current with any changes in your lives will also help us keep your allocation relevant. To make sure you stay informed, we will send you quarterly performance reports that will help you understand where you stand financially and how you have performed against a related benchmark.

Quite simply, our Wealth Strategy is a better way to invest.

Our Approach

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Novi Wealth Partners

Our Wealth Strategy

We customize and implement your portfolio from the ground up to reflect your personal needs. We consider return expectations, risk tolerance, income and liquidity requirements, income tax situation, estate and wealth transfer planning, philanthropic intentions, and legacy aspirations. These criteria will assist us in charting the course for designing a wealth plan appropriate for your goals.

CUSTOMIZATION

We avoid the pitfalls of emotional investing. Behavioral investing is letting your emotions influence your investment choices; believing you can beat the market. Investors have a strong tendency to overweight the importance of recent events and assume that recent trends will continue. It is OUR responsibility as your advisors to do what is in your best interest; making methodical rational decisions based on a wealth plan, not an emotional response.

A BEHAVIORAL APPROACH

We invest in state of the art software that provides us the ability to monitor your accounts on a daily basis to take advantage of extreme market volatility. We use proprietary asset class thresholds and tolerance bands that allow us to rebalance your portfolio when it is right for you.

SOPHISTICATED & INTELLIGENT REBALANCING

Each one of your accounts is invested and traded using the most tax efficient strategies based on your personal income level. Tax-management is critical in maximizing portfolio returns. Asset Location preference is a tax minimization technique utilized by our firm. We recognize different types of investments have different tax consequences. Some have taxable interest income, while others are primarily taxed at capital gains rates. In addition, the timing of taxation varies by account type. All of these factors are taken into consideration when developing your investment plan.

COMPREHENSIVE TAX MANAGED TRADING

Asset allocation is the largest determinant of your portfolio's performance. How much you have invested in each asset class is more important than who is managing each asset class. Based on the wealth management plan, we start with the long-term asset allocation that is designed to provide the greatest probability of fulfilling your goals. We are constantly challenging our current strategy to make sure we are doing what is most appropriate for our clients. If we see the need for change the adjustment will be executed in a methodical manner to ensure the implementation is precise.

STRATEGIC ASSET ALLOCATION