CONNECT

Address:

Atlanta Financial Center, 3343 Peachtree Rd #1850,
Atlanta, GA 30326
Our Satellite Office in Buckhead

7421 Douglas Blvd, Suite 251
Douglasville, GA 30135

Phone:

770.450.6090

Fax/Other:

1.877.545.3295

Investment Management

INVESTMENT MANAGEMENT 

We provide investment management services and offer investment products across all major asset classes to a diverse set of small-midsize businesses, institutional and individual clients. We also offer wealth advisory services, including portfolio management and financial counseling, and fee based services to high-net-worth individuals and families.

ASSET MANAGEMENT

NCFA Asset Management helps small-midsize businesses, individuals and organizations plan and invest for their financial goals

PRIVATE WEALTH MANAGEMENT

We help high-net-worth individuals and familis along with select non profits pursue their wealth management goals.

PRIVATE WEALTH MANAGEMENT

OUR APPROACH

A relationship with NCFA Private Wealth Management begins with a conversation.

We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.

To execute the plan, we leverage the intellectual capital of our division and the network of NCFA. We offer strategic and tactical asset allocation and provide a range of investment solutions including cash, fixed income, equities and Tax-Deferred Fee only annuities and alternative investments. We also provide select private banking services.

Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly.