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 provides discretionary portfolio management and personal advisory services to individuals — including high‑net‑worth clients — as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm reports roughly 48 client relationships and about $13 million in assets under management, and it does not impose a formal account minimum (while reserving the right to decline very small portfolios). The firm formulates individualized allocations using a modern portfolio theory framework, employing ETFs, individual stocks and bonds and no‑load mutual funds, and tailors portfolios to each client’s objectives, risk tolerance and time horizon. Accounts are managed on a discretionary basis with ongoing monitoring and periodic rebalancing, supported by external research sources and at least annual client reviews (with more frequent reviews triggered by material events). Distinctive for a small advisory practice, Evergreen accepts a broad mix of client types that includes institutional and charitable accounts in addition to individuals. The firm requires clients to custody assets at Charles Schwab & Co., Inc. and participates in Schwab’s institutional program (which provides research and operational benefits that may present conflicts of interest), maintains a comprehensive Code of Ethics with pre‑clearance and reporting requirements, and acknowledges “constructive custody” due to its authorization to deduct advisory fees from client accounts.

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.