Eastover Investment Advisors
Overview
Established in 1988, Eastover Investment Advisors is a fee-only, fiduciary, independent firm based in Charlotte, North Carolina, offering investment management services to individuals and institutions. The firm emphasizes transparent pricing and a customized approach to help clients achieve their financial goals. With a team of experienced professionals, Eastover focuses on building personalized investment strategies that align with each client's unique circumstances and values. Their commitment to transparency, minimal costs, and tailored solutions sets them apart in the investment management industry. Eastover Investment Advisors is regulated by the Securities and Exchange Commission (SEC) and custodies its clients' assets through Fidelity Institutional Wealth Services. The firm's portfolio management philosophy combines equity strategies with high-quality bond allocations, designed to provide diversified, stable portfolios that minimize risk and emotion.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Eastover Investment Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Eastover Investment Advisors
What sectors does Eastover Investment Advisors invest in?
Eastover Investment Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Charlotte, United States. Eastover Investment Advisors is listed as a private investment firm in the ConnectSafely investor database.
What stage does Eastover Investment Advisors invest at?
Eastover Investment Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Eastover Investment Advisors invest in?
Eastover Investment Advisors invests across United States.
What companies has Eastover Investment Advisors invested in?
Eastover Investment Advisors's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Pfizer and Google.
How do I contact Eastover Investment Advisors?
Eastover Investment Advisors's contact details — including phone — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
