Investment Management

Your portfolio should reflect your family’s life: the wealth you’ve worked to build, and what you want it to do across generations. We construct portfolios of individual stocks and bonds around your family’s full financial picture, and we adjust as your needs change.

What You Can Count On

You Know What You Own and Why

Every holding in your portfolio is there for a specific reason tied to your goals.

Your Portfolio Moves with Your Life

When something changes — a business sale, an inheritance, retirement — we guide you through what needs to be adjusted.

Your Family Is Considered

What you build today affects what your children and grandchildren inherit. We keep that longer view in mind with every decision.

Why It Matters

In-house research means no outside conflicts.

Our research team works exclusively for Novare Capital Management clients. The analysis behind your investments comes from people accountable to you, not to a fund company or a third party.

Fixed income is managed with the same care.

For clients seeking a reliable source of income, we manage fixed income portfolios using individual bonds selected for your specific situation, not funds built for the general market.

Alternatives are available where appropriate.

For qualified purchasers, we can provide access to private equity, hedge funds, and real estate. These are considered carefully and only when they make sense for your family's full financial picture.