A lifetime
of real
financial solutions

We seek a deeper understanding of our clients’ unique financial circumstances to develop more personalized, more comprehensive long-term solutions to the investment challenges you face today.

A lifetime
of real
financial solutions

We seek a deeper understanding of our clients’ unique financial circumstances to develop more personalized, more comprehensive long-term solutions to the investment challenges you face today.

A lifetime
of real
financial solutions

We seek a deeper understanding of our clients’ unique financial circumstances to develop more personalized, more comprehensive long-term solutions to the investment challenges you face today.

Securing
Your Future
Securing
Your Family
Securing
Your Freedom

A Trusted Advisor.

Trust is the foundation of a lasting client relationship.  At Biltmore, it’s the reason clients who come to us, stay with us. As fee-only registered investment advisors specializing in wealth management and financial planning, our focus is on what’s important: you and your family’s security.

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Wealth Management Services

Biltmore takes a more personal approach to addressing the financial challenges of clients with substantial assets. Our investment strategies and financial management solutions are carefully customized for each of our clients and their family needs.

Our Wealth Management capabilities include:

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Margin Loans: More Competitive Rates

Biltmore consistently offers among the best margin loan rates available. Learn about effective margin loan strategies that can help put your investments to work with more borrowing flexibility.

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Corporate Executive Services

Biltmore has substantial experience working with the financial planning needs of corporate executives at Fortune 500 corporations, particularly with issues relating to company stock holdings, sales and tax consequences.

Customized solutions include diversification, hedging and lending strategies, aggregation services, private vault services and more.

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Insights & News

  • Distorted-Statistics-and-Performance-Tests--Part-2 September 20, 2017

    Distorted Statistics and Performance Tests: Part 2

    The second major problem with statistical tests as performed in finance and economics is a fundamental misunderstanding of inferential statistics. Researchers perform studies based on models. They attribute great importance to variables that are...

  • Distorted-Statistics-and-Performance-Tests September 13, 2017

    Distorted Statistics and Performance Tests: Part 1

    Investment analysis, particularly alternative investment analysis, relies on empirical analysis of past returns to form predictions of future risk and return. There are two primary problems with many performance studies: data dredging (also called...

  • Pensive-Business-Man August 1, 2017

    Investment Taxation Uncertainty

    by Donald R Chambers President Trump has proposed numerous tax changes that could affect investment income and investment decisions. Proposed tax changes that relate directly to investment income taxation include elimination of the estate...

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