Novare Capital Management Charlotte, NC Registered Investment Advisors, Asset Manager and Wealth Manager Investment Advisor
Novare Capital Management Charlotte, NC Registered Investment Advisors, Asset Manager and Wealth Manager Investment Advisor

Novare Capital Management Charlotte, NC Registered Investment Advisors, Asset Manager and Wealth Manager Investment Advisor
At Novare Capital Management, we recognize and value just how hard you have worked to get where you are today. So as you partner with an investment advisor, you want to know that your money management is in capable hands. You need someone who will listen closely and understand your unique situation. An experienced advisor who will put your interests first.
Novare Capital Management offers the peace of mind that comes from knowing you have a financial partner who will plan prudently. Our philosophy is to preserve and grow your assets through a disciplined approach to investing. We design and manage a portfolio customized for each individual client by selecting companies that will best match your objectives and tolerance for risk.
Since we are a fee-based investment manager, Novare Capital strives to provide the most independent and objective advice possible. Our number one mission is to preserve and grow your wealth.
Products and Services
Asset Management
Fixed Income Management
Equity Management
Oil and Gas Pipeline Strategies
Separate Account Managers
Covered Call Strategies
Concentrated Position Strategies
Wealth Management
Charitable Planning
 		Corporate Executive Strategies
  • Employee Stock Option Analysis
  • Diversification Strategies
  • Insider Trading Plans (10b5-1 plans)
Retirement Planning
Cash Flow Planning
Estate Planning
Trust Services
First Citizens Building 128 South Tryon Street Suite 1580 Charlotte, NC 28202
704-334-3698 1-877-334-3698 (facsimile) 704-334-3339
©2005 Novare Capital Management All Rights Reserved

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Novare Capital Management is a registered fee-based investment advisor that specializes in tax-efficient equity and fixed income managed portfolios. Novare Capital Management is an investment advisor, wealth manager, and equity and fixed income portfolio manager. It is one of the fastest growing wealth managers in the Charlotte area. Services include wealth management, investment advisor assistance, portfolio management, fixed income management and equity portfolio management.