Novus Advisors, an independent SEC registered investment advisor based in Greenville, SC, celebrates ten years as trusted partners focused on innovation and bringing the best investment solutions to their clients.
Novus Advisors launched in March 2011 with one primary goal: bringing new and innovative investment solutions to all investors. The word “Novus” is of Latin origin and means “new, innovative, extraordinary”, an appropriate choice for a firm focused on revolutionizing investment management.
“It has been a very exciting ten years,” comments Co-Founder and Principal, Jennifer Belshe. “What started as a relatively simple idea of providing better, more innovative, and accessible investment solutions to clients, particularly within retirement plans, has evolved into a thriving full-service investment firm serving individual and institutional clients here in Greenville, SC and across the United States. We are grateful for the confidence our clients have placed in us and we are thrilled to celebrate this 10-year milestone with our community.”
Prior to starting Novus Advisors, Co-Founders and Principals Jennifer Belshe and Chris Connelly held relationship and investment management responsibilities in personal trust administration and wealth management divisions of global and regional investment firms. “Having worked for large financial institutions for a number of years, we wanted to offer our clients something different,” says Chris Connelly. “Innovation has always been important to Novus Advisors. In addition to providing sophisticated investment strategies and holistic financial planning to our personal investment clients, we also serve as ERISA 3(38) Investment Manager for retirement plans. Novus Advisors has expertise in retirement plan structures, portfolio construction and fiduciary governance.”
In 2013, Novus Advisors partnered with Wilbanks Smith and Thomas Asset Management, a wealth management firm based in Norfolk, VA, to form a joint venture called Lafayette Advisors. Together they developed the Lafayette Advisors Funds, risk-based, tactically managed collective investment funds available in retirement plans across multiple national platforms.
After spending most of their first ten years on Main Street in Greenville, in October 2020, Novus Advisors relocated their headquarters to 607 Pendleton Street. “We feel that our location on Pendleton Street is a good representation of our firm at the present. We enjoyed our time on Main Street, but it was the right time to move to a more contemporary and accessible location. We want our space to be an extension of what we are as a firm.” In 2017, Novus Advisors also opened an office in Orlando, Florida.
Novus Advisors has seen their share of success over the past ten years. Looking to the future, they are focused on growth. “Over the past ten years, we have experienced strong growth through increasing assets under management, referrals from existing clients and bringing additional advisors into the firm. Going forward, we look to continue to grow through M&A activity as well as adding additional advisors,” says Chris Connelly. “We are only as good as our team,” adds Jennifer Belshe. “In our opinion, we have the best team of investment advisors in the country. We look forward to growing together and providing superior investment management services to our clients.”