Competitive Advantages.

Experience. Knowledge. And dedication. These are the
traits that best describe every member of the Novare Capital team. We work together closely striving to not only meet your goals, but also surpass them. When you work with Novare Capital, here is what you can expect:

Client Satisfaction. You always have direct access to the firm principals at any time. Each principal acts as the advisor for a limited number of relationships. Novare Capital responds promptly to all client needs and inquiries. We provide timely reports and on-line access to your accounts.

Customization. We have a disciplined approach to investing which focuses on quality investments and emphasis on risk management and diversification through asset allocation. Each portfolio is distinct in its design and addresses your individual financial goals and objectives. We believe this customized approach enhances long-term returns and ensures lower risk to the market.

Confidentiality. As a small firm, we are able to provide advice in an atmosphere of privacy and confidentiality. A limited number of people will have access to your accounts.

Tax-efficiency. This is an integral part of wealth preservation and growth. The turnover in the portfolio is low.

Partnership with Advisors. Novare Capital will work with your other advisors, accountant, attorney, insurance advisor and investment banker as you address other planning issues such as estate planning, business succession planning and the transfer of wealth to future generations.

Novare Capital Investment Solutions

• Investment Management
• Financial Planning
• Cash-Flow Retirement Planning
• Income Tax Planning
• Executive Stock Option Planning
• Charitable Planning Strategies
• Concentrated Stock Risk Management
• Oil and Gas Pipeline Strategies
• Covered Call Strategies
• 10b5-1 Insider Trading Program
• Trust Services