Our sound investment experience distinguishes us from the competition. We have over 40 years of combined experience in investment management, tax/estate plainning and are dedicated to providing sound investment advice. Providing sound investment at a fair price.
Wealth preservation centers on taxation, investment risk, inflation adjusted returns etc. In contrast, wealth transfer refers to the tax efficient transfer of assets to the next generation, charities, etc. Biltmore Investment Management was created to serve the needs of these clients.
We work for you the client. We are not tied to pre-packaged products or proprietary mutual funds, so each individual portfolio is tailored specifically to the clients investment goals. In some cases, individual stocks and bonds may be appropriate. Recommendations will be made.