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What Makes Investment Management Different with Eastover Capital?
As a fee only, fiduciary, independent firm manager, we do not collect trading commissions, allowing transparent pricing, while minimizing cost, turnover, and taxes whenever possible. With a customized approach to investment management, we invest the time to learn each client’s unique circumstances ensuring our client’s investments align with their values. We are regulated by the SEC (U.S. Securities and Exchange Commission).
With a customized approach to investment management, Eastover Capital invests the time to learn each client’s unique circumstances — from tax sensitivity to socially responsible investing to charitable objectives – ensuring your investments align with your values, while fully understanding our process and what you own.
Eastover Capital has selected Charles Schwab to serve as its custodian. While we make all investment decisions for our clients, Schwab is responsible for maintaining all client assets and holdings.
Who makes the investment decisions at Eastover?
As an independent SEC-registered Investment Advisor, Eastover Capital makes the investment decisions based on each client’s individual circumstances. Our in-house Investment Policy Committee is responsible for selecting individual stocks and bonds to build portfolios.
What reporting will I receive on my accounts?
Clients receive quarterly statements from our custodian, Charles Schwab. Eastover provides additional, more detailed reporting during individual client reviews.
How will I pay for Eastover Capital's services?
Eastover is a fee-only investment advisor and does not collect trading commissions. Our fees, billed quarterly, are based on the value of the investments we manage for each individual client relationship.
How often would I meet with my advisor?
As a relationship focused firm, the best part of any day is the time we spend meeting with our clients and their families. We meet regularly based on a mutually agreed upon schedule and as changes to financial circumstances warrant.
Investment Management for Individuals
and Institutions Since 1988.
