Our Approach.
Novare Capital believes that it is critical to understand your objectives clearly before your customized portfolio is constructed. In fact, it is our thorough planning process that ensures the development of a tax-effective investment plan specifically designed to suit your unique financial circumstances. Steps include:Novare Capital believes that it is critical to understand your objectives clearly before your customized portfolio is constructed. In fact, it is our thorough planning process that ensures the development of a tax-effective investment plan specifically designed to suit your unique financial circumstances. Steps include:

• Listening closely. An initial meeting is held to discuss your time horizon, income needs, business and financial position, future needs and risk profile.
• We ask clients to complete a detailed investment questionnaire in order to make sure we understand your financial picture. Everything is relevant.
• Expectations and investment objectives are jointly set.
• The investment process begins. We evaluate all information and design a portfolio with an asset allocation that is tailored to your individual situation and goals.

Of course, our job does not end with the investment plan. In fact, it is just the beginning. Relationship review meetings are held to review your performance and discuss any specific life or professional changes that may guide future investment plans. This disciplined approach to wealth management is designed to give you the ultimate confidence that your financial future is secure and in good hands.


Investment Philosophy
Novare Capital specializes in equity and fixed-income portfolios. Our philosophy is to provide customized investment planning and personalized attention to each and every client we serve. Additionally, we strive to reduce your level of market risk and simplify the investment process.

Novare Capital also works to ensure that any investments we recommend are worthy of your capital. This is where our invaluable insight and comprehensive research come into play. Our portfolio managers always begin the stock selection process by asking these fundamental questions:

• Is this a business we want to invest in and why?
• How capable is the management team and will they treat us as partners or as a source of capital?
• What is the correct valuation for the business?
• Can we achieve an acceptable return on this investment?

Novare Capital uses a similar process when selecting bonds for your fixed-income portfolio. We carefully evaluate each fixed-income security to ensure it matches your risk tolerance and need for income. We invest in high quality municipal bonds, corporate, government and agency securities. Our managers focus on the tax impact of the fixed-income portfolio to minimize taxes wherever possible. It is this attention to detail that ultimately helps grow and protect your wealth.