Lake Oswego, OR Office
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Evergreen Capital Management LLC
Multi-team
Firm-wide stats for Evergreen Capital Management LLC
About
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.
Based on Evergreen Capital Management LLC
Expertise
Based on Evergreen Capital Management LLC
Location
16325 Boones Ferry Road, Suite 100
Lake Oswego OR 97035
Advisors at this office
3
Advisors at this office
Heidi J
CFP®, Series 63, Series 66
Lake Oswego, OR
Evergreen Capital Management LLC
Heidi Jeromanovs is a CFP® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC. She previously worked at Vision Capital Management and Key Private Bank. Jeromanovs is a board member of CASA Clackamas County, a nonprofit organization. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, offering discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation process and branded programs such as Right Cycle Investing™, incorporating fundamental and macroeconomic research as well as artificial intelligence in its investment decisions.
Megan R
CFP®, Series 66
Lake Oswego, OR
Evergreen Capital Management LLC
Megan Richardson is a CFP® with 10 years of industry experience. She is currently with Evergreen Capital Management LLC and has previously worked at Allium Financial, Horst & Graben Wealth Management, CGC Financial Services, and Royal Alliance Associates. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental and macroeconomic analysis alongside third-party research and selective artificial intelligence.
Tygue H
Series 65
Lake Oswego, OR
Evergreen Capital Management LLC
Tygue Howland is a Series 65 licensed advisor at Evergreen Capital Management LLC with six years of industry experience. He has worked at Evergreen Gavekal since 2019 and previously was affiliated with the Portland State University Foundation from 2016 to 2019. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and an ETF-focused approach called Right Cycle Investing, utilizing fundamental, fund-flow, and macroeconomic analysis along with third-party research and selective artificial intelligence.
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