Our experienced operations team works to develop strong personal relationships with our clients by providing superior client service and understanding the needs of each client. We work to ensure a smooth transition to our firm and utilize our knowledge and resources to efficiently manage your investment accounts.

Account Servicing

• Open new accounts and gather client information
• Facilitate transfer of existing accounts
• Work closely with Novare Capital relationship managers to tailor accounts to your needs

Money Movement

• Link personal or corporate checking accounts to investment accounts
• Quickly transfer cash electronically without fees
• Establish recurring transfers on weekly, monthly, or quarterly basis

Generate Reports

• Provide quarterly report packages for all accounts
• Prepare on-request reports detailing account holdings, performance and cost basis
• Send required tax reports directly to CPAs and attorneys

Learn more about our process and how we will help you prepare your personalized financial services roadmap.