A complete list of active advisors currently associated with Evergreen Capital Management Inc

Warmer can help you find a great advisor at Evergreen Capital Management Inc or one who fits your needs even better.

EverGreen Capital Management provides discretionary investment advisory services to individuals, foundations, small business retirement plans, and other institutional clients. In addition to ongoing portfolio management, the firm periodically offers financial education and workshops and may work with clients to design customized portfolios using publicly traded securities. The firm follows a fundamental, value-oriented investment approach, seeking financially strong companies with sustained profit growth, high returns on equity and assets, conservative capital structures, and a history of dividend payments; customized equity portfolios typically hold 25–35 positions. It limits investments to publicly traded stocks, bonds, mutual funds and ETFs, uses investment-grade fixed income (generally A-rated or higher), rebalances as needed, and conducts account reviews at least quarterly. What distinguishes the firm from many solo independent advisors is its client mix and services: it explicitly serves charitable organizations, corporate/business clients and small institutional plans, and it offers educational seminars — features that are less common among peers. The firm also operates as a long-established independent practice with a modest asset base and generally applies account minimums and higher guidelines for individually constructed stock-and-bond portfolios.

To learn more about the advisors currently working at Evergreen Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.