Aventus Investment Advisors | Financial Advisor in Cornelius ,NC

19810 W Catawba Ave, Suite G
Cornelius, NC 28031
Phone: (704) 237-4207

About

At Aventus Advisors, our clients receive personalized attention
and advice from a credentialed and experienced financial advisor
who takes the time to learn about each individual’s financial
and life goals. As a fee-only investment advisors, we always put
our clients’ interests first. Our extensive global financial
market experience is focused on growing our clients’ assets,
while also focusing on protecting those assets through
thoughtful risk management. For our business owner clients, our
expertise in retirement plans and business advisory makes us a
unique financial advisor in the Cornelius, Lake Norman, Naples,
and Lake Winnipesaukee communities.

29 Years of Experience



General Information
Firm Start Year:   2009
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab, TD Ameritrade
States Licensed in:   ALL STATES
Number of Years with Current Firm:   8


Qualifications & Memberships
Financial Organization Memberships:   CFA Institute , Paladin Registry


Firm Information
Assets Managed by Firm:   $72,000,000
Assets Managed by Advisor:   $72,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets


Education
BA Economics   University of New Hampshire

MBA International  Management    Thunderbird School of Management
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FAQs

Jeff Hare, CFA

Jeff Hare, CFA

CFA

Biography


Jeff Hare is a Financial Advisor and the Managing Director of Aventus Investment Advisors Inc., a financial advisory firm he founded in 2009 in Cornelius, North Carolina. Aventus Advisors provides investment management, retirement planning, and business advisory services to individuals, families, and business owners. Prior to Aventus Advisors, Jeff Hare spent twenty years in investment management and investment banking starting as an investment analyst with a family owned real estate investment company. Following real estate investment, he worked for a South American based private equity firm analyzing strategic investments and new business ventures. Following private equity, Jeff Hare worked for Citicorp as an equity analyst and portfolio analyst in Santiago, Chile and Sao Paulo, Brazil. While at Citibank, his investment research on Latin American companies and markets was published and distributed globally. Following Citicorp, Jeff Hare moved to Charlotte, NC in 1995 to work for Banc of America Securities where he focused on capital raising for foreign companies in both emerging and developed markets completing over $10 billion in transactions from the UK, Turkey, Brazil, Mexico, Peru, India, Germany and Australia. He transitioned to a senior banker role for the US market in 2002 working with US companies in a number of industries. While at Banc of America Securities, Jeff Hare’s team managed several multibillion dollar portfolios of investments for the bank and its clients.

Communities Served

Charlotte Concord
Denver Huntersville
Mooresville Troutman

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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