Investment Management Philosophy

Novare Capital’s primary objective is to preserve, protect and grow assets through a detailed approach to investment management. Each portfolio is distinct in its design and addresses your individual goals and objectives. We do not believe in a “one size fits all” portfolio.

We work to ensure that any investments we recommend are worthy of your capital. This is where our invaluable insight and comprehensive research come into play. Our portfolio managers always begin the investment selection process by asking these fundamental questions:

• Is this a business we want to invest in and why?
• How capable is the management team and will they treat us as partners or as a source of capital?
• What is the correct valuation for the business?
• Can we achieve an acceptable return on this investment?
• What are the tax implications of this investment?

It is this attention to detail that ultimately helps grow and protect your wealth.