Novem Asset Management
Our investment philosophy is to prepare your portfolio for where the economy and capital markets are headed. Your portfolio will be designed to contain core holdings to meet your risk tolerance and time horizons. The Novem strategies are built with clear objectives in mind and are actively managed to guide your portfolio toward its intended target.
Our Portfolios
Novem Capital Appreciation
15 stocks that indicate above average 10 year history of earnings, dividend growth, and stability. Account Min: $50,000
Novem Dividend Select
15 stocks with a dividend that is greater than or equal to the S&P 500. Account Min: $50,000
Novem Intrinsic Value
40+ stocks we believe the market has undervalued and are trading at a reasonable price. Account Min: $50,000
Novem Strategic Fixed Income
A fixed income portfolio managed for income and downside protection. Account Min: $5,000
Novem High Yield
Lower-quality fixed-income portfolio designed for income and appreciation. Account Min: $5,000
Novem Municipal Fixed
A fixed income managed to provide tax efficient income. Especially for clients in high tax brackets. Account Min: $5,000
Novem Global Value
An ETF strategy targeting large cap global value positions to provide additional diversification with international exposure. Account Min: $5,000
Novem Global Income
An ETF strategy utilizing global equity funds with a focus on generating income. Account Min: $5,000
Novem Liquid Alternatives
Strategy utilizing ETFs and mutual funds to provide additional diversification from alternative assets. Account Min: $5,000
EquityPLUS
An options strategy that provides varying degrees of exposure to the S&P 500. Account Min: $150,000
Balanced Hedged Equity
An options strategy that attempts to provide an alternative to a traditional 60/40 allocation. Account Min: $150,000
Tax-Efficient Risk Based
ETF based strategies that seek to provide diversification while minimizing portfolio turnover. Account Min: $1,000
Contact us at either location; Rochester, NY or Jupiter, FL
Rochester, NY Location
Novem Group
350 Linden Oaks #140
Rochester, NY 14625
P: 585-348-9525
F: 585-348-9513
E: info@novemgroup.com
Jupiter, FL Location
Novem Group
601 Heritage Dr #225
Jupiter, FL 33458
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Closed
Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (7/21)