Williamsburg, VA Office

NovaPoint Capital LLC provides discretionary portfolio management and standalone financial planning to individuals, pension and profit-sharing plans, trusts, endowments, charitable organizations and corporate entities, and also reports serving other investment advisers, including a Bermuda-based manager that is a client. Relationships are established through Individual Investment Policy Statements and managed on a discretionary basis.

The firm emphasizes a dividend-growth equity strategy, investing primarily in publicly traded, dividend-paying companies run by shareholder-oriented managers and selecting positions when market price appears meaningfully below its assessment of intrinsic value. NovaPoint combines quantitative, fundamental and technical analysis to construct typically 30–50 stock portfolios and may use covered-call options on individual equity holdings to hedge or generate income in separately managed accounts.

NovaPoint is part of a holding structure in which The NovaPoint Group LLC owns both the advisory business and an affiliated entity that provides incorporation, accounting/payroll and tax services for independent contractors, and the firm discloses potential client overlap between those entities. Its disclosed relationships — including a member of firm leadership serving on the board of an external investment manager that is also a client — and the explicit use of options in client SMAs are features that are less common among peer team firms.