Novare Capital Management

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Description

  • Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission. Our focus is to provide customized investment management and wealth management for individuals, foundations, trusts and corporations. Each portfolio we develop and manage considers your unique situation, risk tolerance and long-term goals.Our objective is to preserve, protect and grow assets through a detailed investment process focused on quality investments. We emphasize risk management and diversification through asset allocation.William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management in late 1999. They recognized a growing need within the market for an experienced team who could provide professional investment management expertise to individual investors. Their sound investment philosophy evolved from many years of business experience in the Capital Markets Division of a large financial institution. The Novare Capital team is comprised of dedicated professionals with advanced degrees such as CERTIFIED FINANCIAL PLANNER TM, Chartered Financial Analyst® and Chartered Financial Consultant® and a support staff whose top priority is to provide an unparalleled level of customer service.
  • location

    Headquarters:521 East Morehead Street Suite 510, Charlotte, North Carolina, United States

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  • Novare Capital Management phone

    Phone Number: +1 704-334-3698

  • Novare Capital Management website

    Website: https://www.novarecapital.com

  • Novare Capital Management employees

    Employees:16

  • Novare Capital Management revenue

    Revenue:$10 - 50M

  • Novare Capital Management legal name

    Legal Name:Novare Capital Management

  • Novare Capital Management's Social Media

    Novare Capital Management linkedin Novare Capital Management facebook
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  • |  NAICS Code: 523930  |

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Person level website identification

Senior Vice President for Novare Capital Management

Todd Patton

Senior Vice President

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View Employees

Todd Patton

Senior Vice President

Linda Walden

Senior Vice President

Alex Dann

Vice President, Relationship Manager

Anne Mcphail

Director

Bill Baynard

Managing Director

Frequently Asked Questions regarding Novare Capital Management

  • Where are Novare Capital Management's Headquarters?

    Novare Capital Management's Headquarters are in 521 East Morehead Street Suite 510,Charlotte,North Carolina,United States

  • What is Novare Capital Management's phone number?

    Novare Capital Management's phone number is +1 704-334-3698

  • What is Novare Capital Management's official website?

    Novare Capital Management's official website is https://www.novarecapital.com

  • What is Novare Capital Management's Revenue?

    Novare Capital Management's revenue is $10 - 50M

  • What is Novare Capital Management's NAICS code?

    Novare Capital Management's NAICS code is 523930

  • How many employees are working in Novare Capital Management

    Novare Capital Management has 16 employees

  • What is Novare Capital Management's Industry?

    Novare Capital Management is in the industry of Investment Management

  • Who is Novare Capital Management's Senior Vice President?

    Novare Capital Management's Senior Vice President is Todd Patton

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