Charlotte, NC South Sharon Amity Road Office

Buie Investment Advisors serves individual investors, trusts and estates through both discretionary and non-discretionary portfolio management, working with a compact client base of roughly 46 relationships. The firm also offers project-based consulting — including cash flow, estate and tax planning reviews — and develops a client-specific Financial Profile and Investment Plan to guide services.

Portfolios are implemented in accordance with each client’s Investment Plan and generally take a long-term orientation across equities, fixed income, mutual funds and ETFs, with distinct traditional and ETF-focused management approaches. The firm employs fundamental analysis for individual security selection and also incorporates technical and cyclical analysis and fixed-income yield-curve considerations, using either discretionary authority or client approvals as specified in agreements.

Compared with peers, Buie is a small, two-advisor firm whose senior managers both hold the CFA designation and have decades of institutional portfolio management experience, including prior responsibility for multibillion-dollar mandates. The firm does not vote client proxies, maintains a written Code of Ethics and personal-trading policies, and supplements AUM-based services with hourly consulting engagements, features that may be important to prospective clients.