INVESTMENT STRATEGIES

At Eastover Capital Management our clients are at the center of everything we do. We are committed to helping you achieve your financial goals and recognize that no two clients are exactly alike. We will work with you to develop a customized investment strategy that reflects your unique investment profile including factors such as risk tolerance, investment horizon, tax circumstances, and liquidity and income requirements.

We offer equity, fixed income and balanced portfolio management capabilities. Across all investment strategies, our overarching goal is to preserve and grow your assets by achieving above-average after-tax investment returns while managing risk. To achieve this end, we focus on only the highest-quality securities and utilize consistent, repeatable investment selection and sell disciplines. We seek to further manage risk and volatility by diversifying portfolios across asset classes, industries and sectors.

Strategies

Core:  A diversified equity portfolio of high quality large-cap growth and value  stocks designed to provide an investor’s core portfolio. 

Growth:  A less diversified equity portfolio of large-cap, high quality stocks with   
greater  focus on above-average earnings growth.
 

Equity Income:  A portfolio of stocks with long histories of dividend increases, providing
higher current income, safety and growth. 

Asset Allocation ModelsThree model portfolios (Conservative, Moderate &
Aggressive) with different risk/reward characteristics thatutilize our Core Strategy combined with fixed income and exchange traded funds for increased diversification. 


Fixed Income: A high-quality portfolio of fixed income securities carefully and thoughtfully selected based on a client’s specific needs, risk-tolerance and tax situation. 

Balanced:  A portfolio of high-quality equity and fixed income securities designed to provide income and growth.

Manager of Managers:  Access some of the world’s best investment managers through Eastover’s relationship with Russell.  Managed solutions for all types of investors.  “Manager of Managers” approach with over 70 years of demonstrated success.  
 

 
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Our clients are at the center of everything we do. We are committed to helping you achieve your financial goals.

 



Eastover Capital Management
4725 Piedmont Row Drive, Suite 450
Charlotte, NC 28210
Phone: (704) 336 - 6818
jayne@eastovercapital.com



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