About the Firm
About Novante Capital
Premier private investment advisory firm providing comprehensive wealth management, portfolio optimization, and financial planning services for discerning high-net-worth individuals and families since 1985.
Our Founding Story
Four decades of stewardship
Founded in 1985, Novante Capital began with a simple yet powerful philosophy: every high-net-worth family deserves personalized, sophisticated investment strategies that preserve and grow wealth across generations. What started as a boutique advisory practice has evolved into one of the most respected private wealth management firms in the nation.
With over 35 years of experience navigating complex market cycles, our team has developed a proven methodology that combines institutional-quality investment strategies with the personalized service and attention that affluent families require.
Today, we manage over $2.5 billion in assets for more than 450 client families, maintaining an industry-leading 98% client retention rate through our unwavering commitment to excellence and results.
$2.5B+
Assets Under Management
450+
Client Families
98%
Client Retention Rate
35+
Years of Experience
Our Philosophy
Our investment philosophy
Our time-tested approach to wealth management combines institutional expertise with personalized strategies.
Perspective
Long-Term Perspective
We focus on building sustainable wealth through disciplined, long-term investment strategies that weather market volatility and compound growth over time.
Protection
Risk Management
Comprehensive risk assessment and management strategies protect wealth against market downturns while positioning for optimal growth opportunities.
Allocation
Diversification
Strategic asset allocation across traditional and alternative investments to optimize returns while minimizing portfolio risk and correlation.
After-Tax Returns
Tax Efficiency
Advanced tax planning strategies including harvest loss optimization, municipal securities, and tax-deferred investment vehicles to maximize after-tax returns.
Relationship
Personalized Service
Every client receives customized investment strategies, dedicated advisory support, and regular portfolio reviews tailored to their specific goals and circumstances.
Opportunity
Institutional Access
Exclusive access to institutional-quality investments including private equity, hedge funds, and alternative strategies typically reserved for large institutions.
Why Choose Us
Why discerning investors choose us
We stand apart from other investment firms with our proven track record, personalized approach, and unwavering commitment to client success.
Fiduciary Standard
We are legally bound to act in your best interests at all times, providing transparent, objective advice.
Proven Performance
Our investment strategies have consistently outperformed benchmarks across multiple market cycles over 35 years.
Expert Team
Our team includes CFA charterholders, former institutional portfolio managers, and certified financial planners.
Comprehensive Planning
Beyond investments, we provide holistic wealth management including estate planning, tax strategies, and risk management.
Who We Serve
Our ideal client profile
We work exclusively with successful individuals and families who value sophisticated investment strategies and personalized service.
Individuals
High-Net-Worth Individuals
Successful professionals, entrepreneurs, and executives with investable assets of $1M+ seeking sophisticated wealth management strategies.
- Minimum $1M investable assets
- Complex financial situations
- Tax optimization priorities
- Long-term wealth building focus
Families
Affluent Families
Multi-generational families focused on wealth preservation, legacy planning, and coordinated financial strategies across generations.
- Multi-generational wealth
- Estate planning needs
- Family governance structures
- Philanthropic interests
Entrepreneurs
Business Owners
Successful business owners and entrepreneurs requiring specialized planning for business succession, executive compensation, and exit strategies.
- Business succession planning
- Executive compensation
- Exit strategy optimization
- Stock option planning
Private Advisory
Ready to experience exceptional wealth management?
Join the hundreds of successful families who trust us with their wealth. Schedule your confidential consultation to discover how our personalized investment strategies can help you achieve your financial goals.
Confidential & Complimentary — Initial consultation available