Offering Investment Management and Planning
For Purpose-Driven Individuals
William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management over 25 years ago as a client-focused firm, backed by a team of caring and experienced individuals. They recognized a growing need for professional investment management and, with a sound philosophy, began developing strategies to meet the needs of individual investors.
Today, Novare is comprised of a team of 23 dynamic professionals who are passionate about building relationships and addressing the details of your needs while guiding you towards a successful financial future.
Novare Capital Seeks to Provide:
As we build our relationship with you, we look forward to meeting with your other professionals including CPA, estate planning attorney and insurance professional. Our goal is to work with you to develop a plan that addresses your entire financial picture.
You will always have direct access to our firm at any given time. Each Wealth Manager acts as a primary advisor for a limited number of relationships, which means we respond promptly to your inquiries and provide timely reports as well as online access to your accounts.
Each portfolio is distinct and addresses your individual financial goals and objectives. With a disciplined approach to investment management, we focus on quality investments and emphasize risk management and diversification through asset allocation.
By working with a small and personal firm, you can depend on receiving advice in an atmosphere of privacy and confidentiality.
As an integral part of wealth preservation and growth, tax-efficiency is something we focus on in order to enhance your financial well-being in the long run.
Understanding Your Goals
With client-focused values, we'll define your needs, goals and risk profile as we implement strategies with you in mind.