Our Services
Investment Advisory Services
Comprehensive wealth management and investment solutions designed to help you achieve your financial goals. From traditional investments to alternative strategies, we provide expert guidance every step of the way.
Service Directory
Fourteen disciplines, one advisory relationship
Every engagement is built from the disciplines below — each led by the same advisory team and coordinated under a single long-term plan.
Core Markets
Advisory Fee
Stocks & Equities
Build wealth through strategic equity investments in individual stocks and diversified portfolios across global markets.
Global Market Access · Fundamental Analysis · Growth & Value Strategies · Dividend Optimization
Learn more →From 1.25% AUM
Bonds & Fixed Income
Generate steady income and preserve capital through strategic fixed-income investments and bond portfolios.
Government & Corporate Bonds · Municipal Securities · International Bonds · Yield Optimization
Learn more →From 0.85% AUM
Mutual Funds
Access professional management through carefully selected mutual funds spanning various asset classes and strategies.
Diversified Exposure · Professional Management · Low Minimums · Automatic Rebalancing
Learn more →From 1.0% AUM
ETFs
Achieve broad market exposure and diversification through cost-effective Exchange-Traded Funds.
Low Cost Structure · Instant Diversification · Tax Efficiency · Liquid Trading
Learn more →From 0.75% AUM
Alternative & Real Assets
Advisory Fee
Real Estate
Build wealth through real estate investments including REITs, direct property, and real estate partnerships.
REIT Portfolios · Direct Property Investment · Real Estate Partnerships · Income Generation
Learn more →From 1.5% AUM
Alternative Investments
Access exclusive investment opportunities in private equity, hedge funds, commodities, and structured products.
Private Equity Access · Hedge Fund Strategies · Structured Products · Non-Correlated Returns
Learn more →Custom Pricing
Cryptocurrency & Digital Assets
Navigate the digital asset landscape with professional cryptocurrency investment strategies and risk management.
Digital Asset Allocation · DeFi Strategies · Risk Management · Institutional Custody
Learn more →From 2.0% AUM
Commodities
Diversify your portfolio with strategic commodity investments including precious metals, energy, and agriculture.
Precious Metals · Energy Investments · Agricultural Commodities · Inflation Hedge
Learn more →From 1.75% AUM
Planning & Wealth Strategy
Advisory Fee
Retirement Planning
Secure your financial future with comprehensive retirement planning strategies and tax-advantaged accounts.
401(k) Optimization · IRA Management · Pension Planning · Social Security Strategy
Learn more →From 1.25% AUM
Portfolio & Asset Management
Comprehensive portfolio management with strategic asset allocation, rebalancing, and performance optimization.
Strategic Asset Allocation · Regular Rebalancing · Performance Monitoring · Risk Assessment
Learn more →From 1.0% AUM
Tax-Efficient Strategies
Maximize after-tax returns through sophisticated tax planning, loss harvesting, and strategic timing.
Tax-Loss Harvesting · Asset Location Strategy · Municipal Bonds · Roth Conversions
Learn more →From 1.25% AUM
Estate & Legacy Planning
Preserve and transfer wealth efficiently across generations with comprehensive estate planning strategies.
Estate Tax Planning · Trust Structures · Wealth Transfer · Charitable Giving
Learn more →Custom Pricing
Protection & Specialized Advisory
Advisory Fee
Risk Management
Protect your wealth with comprehensive risk assessment, insurance strategies, and hedging techniques.
Risk Assessment · Insurance Planning · Hedging Strategies · Volatility Management
Learn more →From 1.0% AUM
ESG & Impact Investing
Align your investments with your values through Environmental, Social, and Governance focused strategies.
ESG Screening · Impact Measurement · Sustainable Funds · Shareholder Advocacy
Learn more →From 1.25% AUM
Insurance & Annuities
Comprehensive insurance planning and annuity strategies for wealth protection, income generation, and risk management.
Life Insurance Planning · Disability Coverage · Long-Term Care · Annuity Strategies
Learn more →Custom Pricing
Business & Executive Services
Specialized financial planning for business owners and executives including compensation planning and succession strategies.
Executive Compensation · Stock Options Planning · Business Succession · Key Person Insurance
Learn more →Custom Pricing
How We Invest
Our Investment Philosophy
At Novante Capital, we believe in a disciplined, research-driven approach that puts your long-term financial success at the center of everything we do.
Disciplined Process
Rigorous research and systematic investment processes that remove emotion from financial decisions.
Client-Centric
Personalized strategies tailored to your unique goals, risk tolerance, and time horizon.
Long-Term Focus
Building wealth over time through patient, strategic investing rather than short-term speculation.
Private Advisory
Ready to Start Your Investment Journey?
Schedule a confidential consultation with our investment advisors to discuss your financial goals and learn how we can help you build lasting wealth.