Norton Capital Management, Inc. is a Delaware Corporation with its principal office located in Norfolk, Virginia, that provides discretionary Portfolio Management for clients.
Our diverse client list includes but is not limited to individuals, trusts, estates, foundations, and qualified retirement plans.
Each account is individually managed in accordance with its established portfolio policies. We generally use blue chip stocks, quality bonds – both taxable and tax-free – and money market instruments to develop portfolios for our clients.
Our services include developing portfolio policies, which involves careful consideration of each client’s:
- Time Horizon
- Regulatory and Legal Constraints
- Tax Considerations
- Unique Needs and Circumstances