A complete list of active advisors currently associated with EVP Capital Advisors, LLC

Warmer can help you find a great advisor at EVP Capital Advisors, LLC or one who fits your needs even better.

EVP Capital Advisors provides portfolio management, investment consulting, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, and pension/profit sharing plans. The firm manages approximately $75 million for about 46 clients and structures engagements on an ongoing or project basis tailored to each client’s needs. The firm’s investment approach emphasizes globally diversified portfolios consistent with modern portfolio theory and relies primarily on fundamental security analysis, using mutual funds and ETFs as the primary implementation vehicles. EVP offers both discretionary and non-discretionary management, begins client relationships with a consultation, and reviews accounts at least quarterly while allowing clients to impose investment restrictions. Several features distinguish EVP from many similar supported firms: it generally charges negotiated fixed fees for investment advisory engagements rather than the percentage-of-assets fees common in the category, and it reported all assets under discretionary management at the most recent reporting date. The firm is a small team and discloses that management persons have organized affiliated investment holding companies that may be made available to clients, a potential conflict of interest the brochure discloses.

To learn more about the advisors currently working at EVP Capital Advisors, 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.