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

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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