A complete list of active advisors currently associated with Evolve Investing LLC
Warmer can help you find a great advisor at Evolve Investing LLC or one who fits your needs even better.
Evolve Investing LLC serves individual and high‑net‑worth clients as well as family offices, offering ongoing portfolio management, comprehensive and project‑based financial planning, hourly consulting, and family‑office consulting. The firm also provides educational seminars and speaking engagements as part of its client outreach and education offerings. Its investment approach is primarily long‑term and growth‑oriented, constructing household‑level portfolios from individual stocks, bonds, and selected funds while permitting short‑term trades for tax‑loss harvesting or rebalancing. The firm offers value‑aligned and impact/ESG strategies using third‑party screening tools and, for certain clients, conducts diligence and implements alternative and early‑stage private investments. Distinctive features for a firm of this size include an affiliation with another registered investment adviser and a formal program of seminars—both relatively uncommon among peers. With roughly $67 million in assets under management across a small client roster and a bespoke family‑office capability that includes private‑investment due diligence and coordination with outside professionals, the firm places emphasis on tailored, high‑touch service and client‑specified investment restrictions.
To learn more about the advisors currently working at Evolve Investing 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 |
|---|---|---|
Sandy, UT
| 5
| |
Sandy, UT
| 3
|
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