A complete list of active advisors currently associated with Evergreen Investment Management LLC

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

Evergreen Investment Management LLC provides discretionary asset management primarily for high‑net‑worth individuals and families and may accept corporate or business clients. Its services concentrate on managing publicly traded equities and related options strategies for individual and business accounts. The firm relies on fundamental, company, industry, valuation, and market analysis to build concentrated equity portfolios with a stated focus on artificial intelligence, semiconductors, and related technology companies, and it tailors allocations to each client’s objectives and risk tolerance. Evergreen also employs options overlays—principally covered calls and cash‑secured puts with short expirations—for income, hedging, and risk management where appropriate. Distinctive features include its acceptance of performance‑based compensation and corresponding disclosures about conflicts from side‑by‑side management, together with stated compliance and risk‑management procedures to address those conflicts. The adviser does not operate private funds, is a recent state registration filing managing a relatively small asset base for a concentrated strategy, and does not maintain custody of client assets.

To learn more about the advisors currently working at Evergreen Investment Management LLC, 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.

Name	Location	Years of experience
Yi Sun	Clyde Hill, WA	1

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