Helping You Plan For Your Future

It’s time to start investing in your future. Novem Group has the flexibility and expertise needed to develop innovative, comprehensive solutions and wealth management strategies that yield the best results. We consistently invest in people, technology, and processes to remain at the leading edge of the investment industry. Nationally, Novem Group has 27 affiliated Investment Adviser Representatives, who manage 4,500 accounts and $1.17 billion in assets. Our Rochester office supervises 28 Registered Representatives affiliated with broker/dealer American Portfolios Financial Services, Inc., who manage 17,000 accounts and $2.68 billion in assets.

Our Investment Philosophy

Our investment philosophy is based on the tenet that it is critical to prepare your portfolio not just for today, but for where the economy and markets are headed. To help us meet this demand, your portfolio will be specifically designed to contain core holdings that meet your risk tolerance and time horizon. Purpose-built, tactical strategies with clear objectives are added and continually managed to steer your entire portfolio toward its intended target.

Retirement and Estate Planning

Our team has the skills and experience to build your retirement portfolio, giving you the confidence that when it’s time for you to retire, you will be financially secure. Our firm manages all IRA accounts under a fee arrangement and adheres to a disciplined fiduciary investment process.

Similarly to planning your retirement, preparing an estate plan is one of the most important things you can do to ensure your loved ones have a secure financial future. Our advisors will work with you to lay out a plan that helps you maximize your assets while providing you with the cash flow you need to live comfortably.

Riskalyze Portfolio Analysis

How risk-averse are you as an investor? Your investment portfolio will ultimately reflect your risk tolerance. Your financial advisor should be asking you this question to get a clear vision of the types of investments that suit you best.

For an easy look at how your risk tolerance and current investments align, click here.

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Looking for a financial advisor that has your best interests in mind?
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

Jupiter, FL Location
Novem Group
601 Heritage Dr #225
Jupiter, FL 33458

Business Hours:
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
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)