Bellevue, WA NE 8th Office

Evergreen Capital Management provides discretionary investment management, investment consulting, and financial planning to a range of clients including individuals, trusts, endowments, and pension and retirement plan accounts. The firm also serves as investment manager and general partner to multiple private pooled investment vehicles and advises clients on interests in private funds.

The firm’s investment framework centers on a Dynamic Asset Allocation process and a branded ETF‑focused approach called Right Cycle Investing, combining fundamental, fund‑flow, and macroeconomic analysis with third‑party research and selective use of artificial intelligence. Independent investment committees make portfolio decisions and Evergreen may engage subadvisers, pursue co‑investments, or use derivatives and other specialized strategies when appropriate.

Noteworthy distinctions include Evergreen’s role as an adviser and sponsor to several private funds (including recently added SPV and real estate fund series) and the firm’s use of performance‑based fees for qualified clients and within its fund structures. Evergreen discloses and manages a set of business affiliations that are less common among peers — including an affiliated tax accounting firm (Evergreen Sterling Kuder), a registered trust company (Evergreen Trust Services), and a formal research relationship with GaveKal — and describes policies to mitigate related conflicts.