Experience. Knowledge. Dedication.
These are the traits that best describe every member of the Novare Capital team. We work together closely to not only meet your goals, but surpass them.
Client Service. You always have direct access to the firm principals at any time. Each principal acts as the advisor for a limited number of relationships. Novare Capital responds promptly to all client needs and inquiries. We provide timely reports and online access to your accounts.
Customization. We have a disciplined approach to investment management which focuses on quality investments and emphasizes risk management and diversification through asset allocation. Each portfolio is distinct and addresses your individual financial goals and objectives. We believe this customized approach enhances long-term returns and ensures lower risk to the market.
Confidentiality. As a small firm, we are able to provide advice in an atmosphere of privacy and confidentiality. A limited number of people will have access to your accounts.
Tax-efficiency. This is an integral part of wealth preservation and growth. The turnover in the portfolio is low.
Partnership with Advisors. Novare Capital will work with your other advisors, accountant, attorney, insurance advisor and investment banker as you address other planning issues such as trust and estate planning, business succession planning and the transfer of wealth to future generations.