EVERGREEN INTELLIGENT ADVISOR
NOT A MILLIONAIRE?
INVEST LIKE ONE ANYWAY.
GET INVESTED IN AS LITTLE AS 10 MINUTES WITH ONE OF OUR PORTFOLIOS.
Evervestment brings a high net worth investment solution at a fraction of the cost. Evervestment begins at 0.75% management fee.
Charles Schwab does not charge trade costs for accounts on this platform.
Clients receive custom portfolio allocation, based off of their specific goals and risk tolerance.
Our investment team has the tools to navigate a portfolio across a broad range of asset classes, anywhere there is value.
Maximizing tax efficiency within a portfolio through offsetting capital gains can lead to more optimal returns.
**Please see important disclosures at bottom of page
Investors will conduct an annual portfolio review with a Certified Financial Planner®.
83% OF MILLENNIALS WANT HUMAN HELP WHEN USING ONLINE SERVICES
THAT MANAGE THEIR INVESTMENTS FOR THEM.
Source: Recent Study by US Bank
THE EVERVESTMENT PROCESS
WHO ARE YOU?
What are your investing goals?
How much risk are you comfortable with?
Where are you in your financial life?
Using your unique financial profile and investing goals, we build you a portfolio based on our technology and human expertise.
We use both passive and active management, alongside our global macro-economic research team, to manage your personalized portfolio.
AND HOW WE ARE
BREAKING THE MOLD.
Our parent company (Evergreen Gavekal) was built on creating investment strategies for high net worth individuals. But we’re flipping the script on this model. While we’re still going to lean on our decades of investment experience (Evergreen) and world-renowned research partners (Gavekal), we are opening up our portfolios to clients who don’t have millions of dollars.
We think that the ease of digital onboarding paired with custom portfolio management—all backed by over 40 years of investment experience—makes us the ideal alternative to traditional roboadvisors. And, thanks to advances in the digital investing space, Evervestment now provides access to this dynamic investment approach for anyone looking to invest $75k-500k.
For any inquiries or questions, please fill out the form or contact:
10500 NE 8th Street, Suite 950
Bellevue, WA 98004
*Low fees compared to traditional wealth management services which often start between 1.00%-1.50% and often have higher minimum account values.
**Evergreen may consider the tax consequences of certain investment decisions for the models used for client portfolios, the Evervestment program does not take into account the individual tax considerations of specific clients, and Evergreen does not provide any tax advice. The client is responsible for any tax implications and/or tax obligations that arise from the client’s decision to enroll in the Program.
Registration with the SEC does not imply an official endorsement or indicate a certain level of skill or training.