South Pasadena, CA Office

Evolve Wealth Advisors, LP provides discretionary and non‑discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), charitable organizations, and corporate clients. The firm also offers standalone financial planning and consulting services to other registered investment advisers, including cross‑border planning between the United States and other jurisdictions.

The firm structures client relationships with written Investment Policy Statements and uses a mix of fundamental analysis, modern portfolio theory, and quantitative methods to inform asset allocation and security selection. Investment implementation generally emphasizes mutual funds, ETFs, equities, fixed income and TIPS, while also employing options strategies (including covered and uncovered positions) and recommending alternative investments where appropriate.

Noteworthy for a firm of its size, Evolve provides cross‑border and international planning support and acts as a consultant to other advisory firms rather than only serving end‑clients directly. It may recommend private infrastructure, private equity, private credit, and other pooled alternative vehicles for qualified clients, and it describes formal due diligence, monitoring, and conflict‑of‑interest policies to govern its use of third‑party managers and outside business activities.