NovemAsset
NovemAsset provides trusted investment management and financial planning services to help you achieve your long-term financial goals.
Fully compliant with financial regulations
Certified financial experts
Client funds protected
Trusted financial partners since 2015, helping clients grow and protect their wealth through strategic investment solutions.
NovemAsset is a leading independent investment management firm dedicated to helping individuals, families, and institutions achieve their financial objectives through disciplined investment strategies and personalized wealth management solutions.
Founded in 2015, we have built a reputation for integrity, transparency, and exceptional client service. Our team of experienced professionals brings together decades of collective expertise in financial markets, asset allocation, and risk management.
Consistent performance across market cycles
Your goals are at the center of our strategy
Cutting-edge investment strategies
NovemAsset operates in full compliance with all applicable financial regulations and maintains the highest standards of professional conduct.
Comprehensive financial solutions tailored to your unique needs and objectives.
Comprehensive strategies for high-net-worth individuals and families to grow and preserve wealth across generations.
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Customized portfolio management with a focus on your risk tolerance, time horizon, and financial objectives.
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Strategies to help you build, manage, and protect your retirement assets for a secure financial future.
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Strategies to minimize tax liabilities and maximize after-tax returns on your investments.
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Comprehensive solutions to protect your legacy and ensure your wealth is transferred according to your wishes.
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Strategic financial advice for business owners, including succession planning and liquidity strategies.
Learn MoreMeet our team of experienced financial professionals dedicated to your success.
Chief Executive Officer
25+ years in investment management
Chief Investment Officer
CFA, 20+ years experience
Portfolio Manager
MBA, 15 years experience
Client Relations Director
10+ years in client service
Hear what our clients say about working with NovemAsset.
"NovemAsset has been managing my portfolio for over 5 years. Their disciplined approach and personalized service have helped me weather market volatility while achieving consistent growth. I highly recommend their team to anyone seeking professional wealth management."
"As a business owner, I needed help with both personal wealth management and corporate retirement plans. NovemAsset provided comprehensive solutions that addressed all our needs. Their expertise and responsiveness are unmatched in the industry."
"The team at NovemAsset took the time to understand my retirement goals and developed a customized plan that gives me confidence in my financial future. Their regular reviews and clear communication make me feel valued as a client."
Ready to discuss your financial goals? Get in touch with our team.
Whether you're looking for investment advice, retirement planning, or comprehensive wealth management, our team is here to help. Schedule a consultation today.
123 Financial District, Suite 500
New York, NY 10005
+1 (212) 555-0100
info@novemasset.com
Monday - Friday: 9:00 AM - 5:00 PM
Saturday - Sunday: Closed