investment-management-team-eastover-capital-charlotte-nc

About

Who We Are

Founded in 1988, Eastover Capital Management provides active portfolio management for individual and institutional clients throughout the country.

We do not sell complicated investment products that are layered in fees. Our clients are invested in individual stocks and bonds, providing tax efficiency and lower portfolio turnover rates. Our clients understand our process and know exactly what they own and are invested in. We have full discretion over the portfolio investments, however, all portfolio changes are communicated to the client along with the rationale for the change.

Fee-Only Advisor

An independent investment firm regulated by the Securities Exchange Commission, our fee structure is straightforward and transparent, allowing us to comply with our fiduciary duty to serve the best interests of our clients.

Investment Philosophy

We combine well-researched equity strategies with investment-grade bond allocations, designed to provide diversified portfolios that minimize risk.

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Client Focused

The firm is a Fiduciary, we are legally and ethically bound to do what is best for our clients

Fee Only – Standard Annual Fee Schedule
Portfolio Asset Value Annual Fee Rate
First $2,500,000 1%
Amounts over $2,500,000 .75%

Have a question? We answer the phone directly; no need to go through an impersonal call center.

Our most important purpose is establishing and maintaining strong client relationships. We invest the time to learn about each of our clients through regular meetings, often including entire families.

Our Experienced Investment Team

We're experienced, and one of the largest, most successful, private investment management firms. We've established a great team of investment professionals who are here to help you prepare for the future and manage your investments.

CHIEF EXECUTIVE OFFICER & CLIENT ADVISOR

CHIEF OPERATING OFFICER

CO-FOUNDER & ECONOMIC ADVISOR

CLIENT ADVISOR

CLIENT ADVISOR

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Striving to promote and
protect our clients’ dreams

With a customized approach to investment management, we invest the time to learn each client’s unique circumstances — from tax sensitivity to socially responsible investing to charitable objectives – ensuring our client's investments align with their values. Our commitment to accessibility means we're always happy to hear from you with any questions or concerns.

How Can We Help?

Send us a message and we'll follow up promptly to discuss your unique investment needs.


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Investment Management for Individuals and Institutions Since 1988.

info@eastovercapital.com

(704) 336-6818

Mon - Thurs 8:30am - 5pm

Friday 8:30am - 4:30pm

Closed on Weekends