Eastover Capital Management
Investing
Why pick this one
Eastover Capital Management has been providing customized investment strategies since 1988 and is a fee-only fiduciary firm.
Best for
- individuals seeking customized portfolio management
- institutions needing tailored investment strategies
Look elsewhere if
- clients seeking high-frequency trading options
- those looking for complicated investment products with layered fees
Specialties
- custom investment strategies
- individual stock and bond portfolio management
- tax planning
- estate planning
- charitable planning
Certifications
- CFA
- CFP
What makes them different
- fee-only fiduciary investment manager
- not collecting trading commissions
- customized portfolio management based on individual client circumstances
- active since 1988
- regulated by the SEC
- Years in business
- 35
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 509 Fenton Pl, Charlotte, NC 28207-1919
- Phone
- +17043366818
- Website
- https://eastovercapital.com/
Services
- investment management
- financial planning
- retirement planning
- business planning
- tax planning