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Investments that works for you for you

This clear focus on servicing our clients is what makes Nova City a better place to invest.

What We Offer

Your financial future is personal, but that doesn’t mean you need to go it alone. Our comprehensive support, steady counsel and wide array of available services help our clients stay on track, even when markets are choppy or life is unpredictable
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Our Wealth Management Services

We provide a tailored approach to investment management and financial planning that puts our clients first. This starts with a comprehensive assessment of your financial situation that informs your investment strategy and considers important factors outside of your portfolio. If you already own investments such as annuities, NovaCity can discuss and provide information about them to help determine if they make sense for your investment goals. This results in a personalized investing approach consistent with your goals and needs.

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Our Investment Policy Committee (IPC) has over 150 years of combined industry experience. Supported by our large Research Department, the IPC monitors global economic and market conditions and makes strategic investment decisions for client portfolios. Our approach is based in active, flexible portfolio management. Scroll down to learn more about our investment approach and how we tailor client portfolios.

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Financial Planning

We can help you prepare for the future with financial planning advice designed specifically for you. A good financial plan helps you save, invest, and approach tax and estate planning with confidence. at your fingertips.

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Professional Investment Portfolio Management

You deserve a tailored portfolio, not a cookie-cutter strategy. We take the time to learn about your unique goals and needs. Then we create a personalized investment plan and help you stay disciplined to your strategy through proactive service and educational resources. We believe our active and flexible approach to portfolio management can help our clients meet their long-term objectives.

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