Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals.
Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation.
William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst? and Chartered Financial Consultant? and a support staff whose top priority is to provide an unparalleled level of customer service.
Novare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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所属行业
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投资管理
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规模
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11-50 人
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总部
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Charlotte，NC
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类型
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私人持股
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创立
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1999
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领域
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Customized Investment Management、Trust & Estate Services、Cash Flow Planning、Next Generation Education、Executive Stock Option Planning和Charitable Planning
