A complete list of active advisors currently associated with Evla Hills Equity Services LLC

Warmer can help you find a great advisor at Evla Hills Equity Services LLC or one who fits your needs even better.

Evla Hills Equity Services LLC provides discretionary investment management and financial planning to individuals, small businesses, non-profit organizations, retirement accounts, and pooled investment vehicles, including an investment limited partnership it operates. The firm reports roughly $51.6 million in discretionary assets and also advises an unaffiliated pooled vehicle. The firm describes an opportunistic, fundamentally driven approach that emphasizes assessment of upside potential and downside risk rather than conventional asset-allocation frameworks, and it typically holds concentrated equity portfolios of about 10–20 positions while seeking relatively uncorrelated opportunities. For pooled vehicles, investment decisions are tailored to the offering guidelines and the firm’s process can include short selling and adjustments between equity and fixed income to match client risk profiles. Evla Hills is distinctive for serving as a private fund adviser and general partner to its fund while also advising an unaffiliated pooled vehicle — arrangements that involve performance-based compensation and investor qualification requirements uncommon for solo independent advisors. The firm’s client mix also includes corporate/business clients, pension or profit-sharing plans, and other institutional-type accounts, which is atypical for a similarly sized, single-advisor independent firm.

To learn more about the advisors currently working at Evla Hills Equity Services 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.