Boutique AUM NovaPoint Capital is a small, specialized Registered Investment Adviser with 2-10 employees and revenue in the mid six-figure to low seven-figure range, presenting a potential for targeted high-net-worth and family office client acquisition through personalized, concierge-style investment solutions.

Niche Cap Focus Recent PSN Top Guns recognitions for Power-Utility-Grid strategy and overall top performance indicate a proven, differentiated capability in specific sectors, suggesting an opportunity to upsell to institutions and pensions seeking specialized, high-performing strategies.

Strategic Partnerships Existing collaborations with the Association of the United States Army and participation in industry events like the AUSA Annual Meeting present openings for you to expand consultant-led or co-branded offerings to government contractors, veterans-related funds, and military-affiliated organizations.

Military-Friendly Angle Awards such as Military Friendly Top 10 Spouse Employer highlight strong employer branding in a niche that can be leveraged to attract wealth management opportunities from military families, foundations, and endowments seeking stability and trusted partners.

Tech Enablement Utilizing modern tools (Calendly, WordPress, Shopify, Microsoft 365, Brevo) indicates readiness for scalable client onboarding, marketing automation, and digital client experiences, providing a pathway to streamline onboarding of new high-net-worth clients and family offices.