Investment Management

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.

Equity Management

At Novare Capital Management our overriding objective in core equities is to outperform the S&P 500 over a complete market cycle while maintaining less market risk and tax efficiency.

Fixed Income Management

Novare Capital specializes in managing fixed income portfolios for clients seeking a reliable source of income.

Energy Infrastructure

We offer a concentrated portfolio of energy infrastructure Master Limited Partnership (MLP) holdings designed to generate high income with potential capital appreciation.

Alternative Investments

Many clients want the diversification and performance of alternative investments that are not correlated to the traditional stock and fixed income markets.