News

Novare Capital is regularly recognized and quoted in local and regional press for our industry-wide expertise.

Novare Capital Awarded Top 300 Honor for Fifth Consecutive Year

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

“Novare Capital Management Snaps Up Fellow Charlotte Firm”

Charlotte Business Journal. “The company says in a news release it has acquired Staton Financial Advisors, also based in Charlotte, effective Sept. 30. The combined firm has assets under management of $1 billion.”

“Charlotte Financial Planners Offer Their Advice after Trump Victory”

The Charlotte Observer. “Don Olmstead, managing director at Novare Capital Management in Charlotte, said his team is looking at several sectors where stocks are performing well following Trump’s victory, including financials, pharmaceuticals and biotechnology.”

“Advisors: Too Soon for Retirees to Exit REITs”

Financial Advisor Magazine. “In this low interest-rate environment, many families are looking for dividends and yield.”

“Here’s How Brexit Rippled Through Charlotte Friday”

The Charlotte Observer. “The Brexit decision will mean fresh pain for savers, as it could further slow the pace of the Federal Reserve’s interest rate increases, said Don Olmstead, managing director of Charlotte-based Novare Capital Management.”

For the Third Consecutive Year, Novare Capital Selected to FT 300 Top RIAs

The list assessed nationwide Registered Investment Advisors (RIAs) on desirable traits for investors. We are honored to be included among the nation’s top established companies with deep industry expertise, providing a high level of trust and service to clients.

Ashley E. Holland, CFP®, Selected to Elevate Lifestyle’s 2016 Top 30 Under 30 “Future Leaders of Charlotte”

Awarded based on professional achievement, experience, innovation, leadership, and community involvement.  Here is the article.

“Picking Stocks for 2016”

Business North Carolina. Pickers were asked to select their three favorite North Carolina-based stocks.

“North Carolina Stocks Outpace Broader Market in 2015”

The Charlotte Observer. “Don Olmstead, managing director of Charlotte-based Novare Capital Management, said it’s not surprising that stocks for North Carolina’s biggest public companies performed better than the overall market, given that the state is not headquarters to large energy companies, whose stocks have been battered.”

“A Wild Week For High-Yield Corporate Bonds”

Financial Advisor Magazine. “Don E. Olmstead, CFP, managing director of Novare Capital Management, a Charlotte, N.C.-based RIA with about $800 million in AUM, has not been allocating to high-yield bonds in the past three to four years. Although, he says, ‘we could look at high-yield again in 2016.’ With the issuers’ rates rising to compensate for the rise in risk, ‘they are tempting,’ he admits.”