Offering Investment Management and Planning
For Purpose-Driven Individuals
In 1999 William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management 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.
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.