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Eastover Capital Management
509 Fenton Place, Charlotte, North Carolina, United States
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About the Eastover Capital Management
Eastover Capital Management is a finance institution located at 509 Fenton Place in Charlotte, North Carolina, United States. Since 1988, we have been providing investment management services for individuals and institutions. Our team can be reached at (704) 336-6818. As a fee-only, fiduciary, independent firm manager, we prioritize transparent pricing and minimizing costs, turnover, and taxes for our clients. We take a customized approach to investment management, taking the time to understand each client's unique circumstances and values. Eastover Capital is regulated by the U.S. Securities and Exchange Commission (SEC).
Founded by Donn Toney and Robert Pharr, Eastover Capital was one of the first fee-only investment firms in the Charlotte area. Over the years, the institution has evolved and now operates as an Owner Operated firm under the leadership of President & CEO, Will Mackey. Our office, located in the historic Eastover neighborhood, provides a comfortable and inviting space for client meetings.
As an SEC-registered Investment Advisor, we make investment decisions based on each client's individual circumstances. Our Investment Policy Committee selects stocks and bonds to build portfolios, while Charles Schwab serves as our custodian. Clients receive quarterly statements from Schwab, along with additional detailed reporting during individual reviews.
At Eastover Capital, we believe in building strong relationships with our clients and their families. We meet regularly to discuss financial goals and make adjustments as needed. Our fees, billed quarterly, are based on the value of the investments we manage for each client relationship. Let us help you reach your investment dreams with our personalized approach to investment management.
509 Fenton Pl, Charlotte, NC 28207, United States
Opening hours of Eastover Capital Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:00 - 16:30
Saturday:
Day off
Sunday:
Day off
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