Full Service Trust Solution provided by Novare Capital Management and the Personal Trust Services Division of a National Bank

Novare Capital Management offers corporate administrative trustee services provided by the personal trust services division of a national bank. Clients enjoy the collaborative relationship between Novare Capital as the investment advisor and the trust officers that support the business by performing the fiduciary administrative duties for the trust.

Fiduciary Administrative Services Include:

• Income and Principal Distributions
• Accounting and Recordkeeping
• Preparation and Filing of Federal and State Tax Returns
• Monthly Reporting

Novare Capital Management Provides:

• Customized Portfolio Management
• Experienced Team of Portfolio Managers
• Determine the financial resources needed to fund your trust’s investment objectives
• Competitive Risk Adjusted Returns
• Superior Client Service from a Team of Dedicated Professionals