ABOUT 2017-10-18T12:45:10+00:00

Expert Strategists

Backed by a $400M Registered Investment Adviser team, with over 70 years of combined financial advising experience, and over 40 years of leadership technology experience, Numovo is a powerful and time-tested team of experts focused on your financial success.

Numovo’s behavioral science experts use a questionnaire to customize your portfolio to your specific needs and risk levels. Your portfolio composition is overseen by our professionals with years of experience in securities markets and are broadly diversified. You can set up your plan once, have it execute consistently, and save regularly.

Safe & Secure.

Partnering with the best is how we work. Numovo is built in Microsoft’s Cloud, using the latest in encryption, security and providing you a world class platform for peace of mind. We are integrated with Raymond James to host Numovo accounts, ensuring security and assurance that your investments are safe.

24/7 Monitoring

Our Investment Advisors and Certified Financial Planners are constantly reviewing the Numovo portfolios for opportunities to adjust investments and take advantage as the market moves. This is all done for you as a part of the platform.

You also have access to your account 24/7 to request changes to your portfolio selections, deposit and withdrawal funds, or just see how your account is looking.