Sovereign Advisers

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3440 Toringdon Way Ste 308B
Charlotte, NC 28277
+1 (704) 366-1091
https://www.boydwatterson.com

Sovereign Advisers, based in Charlotte, NC, is dedicated to providing innovative investment solutions with a focus on risk-adjusted returns, all while delivering exceptional client service. With a history dating back to 1928, the firm manages approximately $800 million in assets, which includes both real estate and fixed income investments.

The firm prides itself on a team of experienced professionals, including 17 CFA charterholders and a culture that fosters collaboration and accountability among its 131 employees. Guided by principles of honesty, integrity, and dependability, Sovereign Advisers leverages decades of experience to navigate diverse market conditions and deliver above-average investment performance.

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