OUR INVESTMENT APPROACH PROMOTES
SAFETY IN A WORLD OF UNPREDICTABILITY
Strategic investment planning is at the core of any successful wealth management plan. Novi Wealth Partners works closely with each client to create an asset allocation strategy specific to the client's needs and objectives. We consider the following: return expectations, risk tolerance, income and liquidity needs, income tax situation, estate and wealth transfer planning, philanthropic intentions and legacy aspirations. These criteria will assist us in charting the course for designing a wealth plan appropriate for your goals.
After the investment strategy is drafted and approved by you, the plan becomes a guide, but is always a work in progress. We closely monitor the strategy for rebalancing opportunities to take advantage of movement in the market and improve your personal after tax return. Meeting with us regularly to keep us current with any changes in your lives will also help us keep your allocation relevant. To make sure you stay informed, we will send you quarterly performance reports that will help you understand where you stand financially and how you have performed against a related benchmark.