Customized Strategies
Investment strategies reflect each client's circumstances and values.
Eastover Capital Management
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About Eastover Capital Management
Investment management for individuals and institutions is the core service. Eastover Capital Management uses customized strategies based on each client's circumstances, including tax sensitivity, socially responsible investing, and charitable objectives. As a fee-only, fiduciary, independent firm, it does not collect trading commissions and seeks to minimize costs, turnover, and taxes when possible. The firm makes investment decisions through its in-house Investment Policy Committee, selecting individual stocks and bonds to build portfolios. Charles Schwab serves as custodian for client assets, while Eastover provides quarterly review reporting alongside custodian statements. Founded in 1988, the SEC-regulated firm serves households and institutional clients from Charlotte, North Carolina.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Eastover Capital Management and not provided by the business.
Services & specialities
Highlights
Fee-Only Model
The firm does not collect trading commissions.
Individual Securities
Its committee selects stocks and bonds for client portfolios.
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