Defender Capital

Who We Are

Defender Capital is a private family-run investment firm founded in 2002, serving individuals, families, and corporations in the Charlotte, North Carolina area. Family-owned and operated, we prioritize our clients' needs and tailor our investment approach to their unique goals and objectives. We believe in open communication, fair fees, and delivering sustainable after-tax returns.

Our Approach

Our research-driven, long-term approach focuses on investing in U.S. equities, leveraging our expertise to identify undervalued companies with strong fundamentals. We take a conservative approach, aligning our investment strategy with clients by also investing in the same holdings as our clients. This demonstrates our genuine alignment with your financial goals.

Services Offered

• Retirement Account Management: We manage traditional IRAs, Roth IRAs, and other retirement plans to maximize growth and minimize taxes.
• Non-Retirement Account Management: We tailor portfolios to individual needs, whether for wealth preservation, growth, or income generation.
• Trust Management: We offer comprehensive trust services, including revocable living trusts, irrevocable trusts, and estate planning considerations.
• Corporate Account Management: We partner with businesses to establish and manage retirement accounts and other corporate investments.
• Donor-Advised Funds: We guide clients in establishing impactful donor-advised funds to facilitate philanthropy and support worthy causes.

Meet Our Team

Our experienced team of financial professionals bring diverse backgrounds and expertise to their roles, ensuring personalized and holistic financial guidance. We are dedicated to building strong client relationships and working collaboratively to achieve your financial goals.

Philanthropy

Defender Capital believes in the power of philanthropy and actively contributes to the community. We encourage clients to support causes they care about through our Donor-Advised Fund services.