With over twenty years of client-focused experience and dedication, we utilize tailored strategies to address the financial needs of successful individuals, families, business owners, foundations and trusts. We develop and manage your portfolio with unbiased advice and an investment philosophy striving to provide consistent, tax-efficient, long-term growth.
We integrate planning with investment management and develop customized portfolios to meet your family's goals and objectives. From preparing for college to successfully planning for retirement, our firm is here to help you, your family and your finances move toward financial peace of mind.
We integrate planning with investment management and develop customized portfolios to meet your family's goals and objectives. From preparing for college to successfully planning for retirement, our firm is here to help you, your family and your finances move toward financial peace of mind.
Services
In 1999 William G. Baynard, Jr. and Don E. Olmstead founded Novare Capital Management as a client-focused firm, backed by a team of caring and experienced individuals. They recognized a growing need for professional investment management and, with a sound philosophy, began developing strategies to meet the needs of individual investors.
We strive to learn more about your life goals, in addition to your wealth and financial circumstances. By understanding your objectives, both personally and financially, we're able to work collaboratively as we construct your customized portfolio. With a thorough planning process, you'll feel confident in the development of a tax-efficient investment plan that is specifically designed to address your unique needs.
Bill has financial industry experience spanning over 35 years; from fixed income trading and sales to equity investment management, he has gained valuable insight into how to best serve his clients. Prior to forming Novare Capital, Bill spent 5 years managing The Baymen Group, LLC, a hedge fund that designed and implemented quantitative trading programs in the futures markets.
We're in the business of serving individuals and families by integrating personalized investment management with focused financial planning. Whether you're planning for retirement, changing careers or expanding your family, we enjoy collaborating with you to help you make the most of your wealth in a straightforward, easy to understand way.
Derived from Latin, "Novare" means to innovate or make new, which is exactly what we do for each of our clients. With a unique and fresh perspective, our goals is for you to feel confident in the management of your wealth. We offer a customized approach to investment management that integrates cash flow planning and estate plan review.
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