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Investment Management

Our advisors apply time-tested investment strategies backed by years of best practices grounded in diversification and prudence. We
will work with you to develop and implement a plan unique to your personal goals, time horizon, and desire for stability or growth.

Planning Learn More

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Services You Can Rely On

Our advisors offer comprehensive services to help you start and grow your investments. Whether you’re a conservative saver or an aggressive investor (or probably somewhere in between), we can help you determine your risk tolerance and create a smart investment strategy to accomplish your goals.

Our process includes:

  • Identifying goals and evaluating your financial condition
  • Evaluating your preference for return or stability
  • Selecting a strategic mix of investments
  • Drafting an Investment Policy
  • Implementing the plan
  • Monitoring the portfolio and your financial condition
  • Revising the plan as needed

Investment, Annuity and Insurance products are:

NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Disclaimer: Securities offered through American Portfolios Financial Services, INC. (“APFS”). Member FINRA/SIPC. Investment advisory services offered through APFS Wealth Manager, Inc. DBA Novem Group. (“Novem Group”), a SEC Registered Investment Advisor. Insurance/f8ixed annuity products are offered through Five Points Bank Insurance Agency (License # 0100173825). Five Points Bank, Five Points Financial Services. APFS & Novem Group are separate entities. Only Five Points Bank and Five Points Financial Services are affiliated.

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