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

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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. Our services are best suited to investors with portfolios greater than $500,000.

Products and Services

At Novare Capital Management our overriding objective is to preserve and grow your wealth. We create customized portfolios that are diversified across asset classes and sectors. We seek to outperform the S&P 500 over a complete market cycle while maintaining less market risk and tax efficiency.
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Novare Capital Management specializes in the management of fixed-income portfolios for clients seeking a reliable source of income. The objective of our fixed-income approach is to ensure that a bond portfolio is a source of income with capital preservation as the primary goal.
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This concentrated portfolio of energy infrastructure MLP holdings is designed to generate high income with potential capital appreciation.
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Novare Capital Management recognizes that many clients want the diversification provided through the use of outside money managers for small cap, international and opportunistic exposure. We have teamed with our custodian to provide a comprehensive managed account solution for our clients.

Novare Capital Management takes a comprehensive approach to serving the needs of our clients. This begins with the development of a sound financial plan designed to preserve and grow your wealth. Our full range of services includes: investment planning / asset allocation, integrated cash flow and retirement planning, executive stock option analysis and corporate administrative trustee Services.
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Novare Capital Management can assist you in a tax-free rollover of your current IRA, 401k or other tax qualified plan. Rollover IRAs are vehicles that hold money transferred from qualified plans such as profit sharing, 401k or 403b plans. Transferring assets to a Rollover IRA allows the qualifying assets to accumulate on a tax -deferred basis without incurring IRS penalties.

Novare Capital Management offers corporate administrative trustee services provided by the personal trust services division of a national bank. Clients can enjoy the collaborative relationship between Novare Capital as the investment advisor and the trust officers that support the business by performing the fiduciary administrative duties for the trust.
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Novare Capital Management offers comprehensive cash flow planning services including retirement planning, education funding, estate planning, and charitable giving strategies. Our philosophy is to build a sound financial plan that meets your goals and objectives and provides for your lifestyle.

The Morehead Building521 East Morehead StreetSuite 510Charlotte, NC 28202
704-334-36981-877-334-3698(facsimile) 704-334-3339
©2009 Novare Capital Management All Rights Reserved


	The Charlotte Observer October 21, 2007 Anne McPhail Advice to Stay-at-Home Mom or Dad

The Charlotte Observer July 17, 2005 Novare recognized as fast growing...	The Charlotte Observer April 25, 2005 Anne McPhail Interview...	The Charlotte Observer March 25, 2005 Anne McPhail joins Novare Capital...

The Charlotte Observer January 3,2005 Cash stashes in 2005...	Charlotte Business Journal November 5, 2004 Novare NC Stock Picks for 2005...	The Charlotte Observer July 21, 2004 Fast-Growing Novare...
Charlotte Business Journal July 25, 2003 Novare Ranks Among Fastest-Growing Wealth Managers...	Charlotte Business Journal February 21, 2003	Charlotte Business Journal April 5, 2002 Investors should know how company makes its money...

Novare Capital Management Charlotte, NC Registered Investment Advisors,

Web Site Design and Graphics and WebSite Maintenance by RSP Web Site Design, Charlotte, NC

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.

After years of helping clients
grow their wealth,
we’re growing as well.

New bigger office. New associates.
Same priorities on growing your wealth.

Our boutique firm offering customized strategies
and solutions to preserve, protect and grow our clients’ assets has moved.

You can now find us at our new location :
521 East Morehead Street, Suite 510
Charlotte, NC 28202

Our numbers remain the same:
704.334-3698
1.877.334-3698
704.334-3339 Fax