Financial Planning
Expertise
Annova's team of Certified Financial Planners (CFP®) has a wealth of experience and is dedicated to collaborating closely with our clients to create tailored financial plans and investment strategies. We aim to help families and corporations navigate and capitalize on the challenges and opportunities of today's financial landscape. We will provide you with personalized reports on the following:
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Financial Readiness Analysis
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Social Security Optimal Income Planning
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Asset Map and Cash Flow Report
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Morningstar® Portfolio Research Report
Please take a Financial Readiness Survey to be contacted by Annova advisors:
Investment Management
Prime Resources
Annova uses quantitative analysis tools to develop investment portfolios that meet objectives within the time frame defined by our clients. We manage risk by dynamically testing boundary conditions and responding to market conditions. Annova utilizes proprietary technologies, such as Annova Market Risk Indicators (AMRIs), to gauge market risks and identify performance drivers. Our proprietary strategic and tactical asset allocation tools lead the investment through ever-changing market cycles.
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Leveraging the strength of diversified expertise
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Systematic market risk mitigation with AMRIs
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All-weather adaptive investment
Liquidity Portfolios
The liquidity portfolios are designed to offer regular (monthly and quarterly) distributions of investment returns and the principal through technologies that seek total returns with less volatility than the major equity index funds. The assets in the liquidity portfolios are readily tradable in the public capital markets during regular business hours and, therefore, can be accessible to investors immediately after defined settlement dates. Annova manages liquidity portfolios for corporations and accredited investors.
Structured Growth, Structured Income Portfolios
The Annova Structured Growth and Structured Income Portfolios invest in structured notes tied to major US and global stock market indices and selected large-cap stocks. This customized approach enables clients to grow their assets or generate income during both market upswings and downswings, while ensuring a predetermined level of protection against market volatility within specific time frames.
Institutional Private Fund Portfolios
Annova offers accredited investors and qualified purchasers institutional private funds portfolio management services. Through the partnership with global alternative investment leaders, we build intelligent alternative portfolios, including Growth Equities Funds, Venture Funds, Private Credits Funds, Private Real Asset Funds, and Hedge Funds with quantitative and qualitative due diligence to help clients meet both growth and diversification goals in one place.
Financial Education
Seminars
Knowledge is the foundation of success in finance and investment. We offer educational seminars on the following topics for learners who want to better control their finances.
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Investment Fundamentals
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Family Financial Planning and Management
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Family Protection and Insurance
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Education Savings
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Retirement Planning
Life
Insurance
Safety and Growth
Universal Life Insurance is an effective tool for addressing family financial needs, including life and asset protection, and for providing flexibility for growth- and income-oriented investments with tax benefits. We design and manage customized fee-only life insurance policies and Private Placement Variable Universal Life Insurance (PPVUL) to meet critical employee retention or individual and family needs, drawing on deep knowledge and collective expertise.
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Financial and Protection Needs Analysis
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Policy Funding Methods
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Growth and Income Strategies
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Living Benefits Distribution
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Integration with the Overall Family Financial Plan
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Legacy Planning and Management
Retirement Services
Sustainability
We build comprehensive financial plans for each individual and family's retirement purposes, focusing on generating a lifetime income stream. By working directly with leading retirement solution and fee-only annuity providers, we customize a formal, relatively predictable income payment plan that addresses retirement challenges while considering longevity, safety, growth, and taxation.
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Retirement Needs Analysis
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A Tax-Deferred Growth Plan
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Long-Term Care Solutions
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An Optimum Income Schedule
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Legacy Planning and Management
Legal
Protection
Dedicated and Experienced
As a trusted advisor to our clients, we offer comprehensive legal plans through the largest law firm network to individuals, families, and business owners, safeguarding your peace of mind with 24/7 accessibility. When a legal issue arises, you will have entirely dedicated and experienced lawyers to provide services in every area of law.
Institutional Services
Innovation and Value Generation
Annova is a fintech innovator. We use artificial intelligence-powered data processing tools to support investment decision-making from opportunity discovery to risk mitigation. By leveraging our strengths, investment companies, portfolio managers, and investment advisors will find new ways to enhance performance or mitigate risk in complex, rapidly changing markets.