EVERGREEN INTELLIGENT ADVISOR

NOT A MILLIONAIRE?

INVEST LIKE ONE ANYWAY.

GET INVESTED IN AS LITTLE AS 10 MINUTES WITH ONE OF OUR PORTFOLIOS.

 

EVERCARE portfolio

EVERGLOBAL portfolio

with Institutional Intelligent Portfolios

This strategy holds investments from around the world, offering exposure to global markets and broad diversification. 

MANAGEMENT FEE: 0.75%

EVERCARE portfolio

with Institutional Intelligent Portfolios

Investments in companies committed to the environment, business ethics, and other socially responsible pursuits.

MANAGEMENT FEE: 0.75%

 

NOT SURE YET? TAKE THIS SURVEY TO FIND WHAT PORTFOLIO SUITS YOU BEST.

KEY FEATURES

ACTIVE MANAGEMENT

Evervestment brings a high net worth investment solution at a fraction of the cost. Evervestment begins at 0.75% management fee.

NO TRADE COSTS

Charles Schwab does not charge trade costs for accounts on this platform. 

GOALS-BASED INVESTING

Clients receive custom portfolio allocation, based off of their specific goals and risk tolerance.

 

SEASONED EXPERIENCE

Our investment team has the tools to navigate a portfolio across a broad range of asset classes, anywhere there is value.

TAX

HARVESTING

Maximizing tax efficiency within a portfolio through offsetting capital gains can lead to more optimal returns.

**Please see important disclosures at bottom of page

ANNUAL HUMAN REVIEWS

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?

TAILORED PORTFOLIOS

Using your unique  financial profile and investing goals, we build you a portfolio based on our technology and human expertise.

MANAGEMENT

We use both passive and active management, alongside our global macro-economic research team, to manage your personalized portfolio.

ARE YOU ON TRACK TO REACH YOUR BIGGEST GOALS?

FIND OUT IN 5 MINUTES WITH OUR FINANCIAL PLANNING APP

ABOUT EVERVESTMENT

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.

 

CONTACT

INQUIRIES

For any inquiries or questions, please fill out the form or contact:

info@evervestment.com

LOCATION

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

Tel: 425-467-4603

 

DISCLOSURES

*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.