How We Invest Client Assets
Welcome to Evergreen, where we prioritize long-term wealth generation through market-driven strategies rather than relying on overpaid money managers. In the ongoing debate between active fund managers and low-cost index fund investing, our experience has shown that, with few exceptions, passively invested index funds consistently outperform their active counterparts. Our approach is centered around owning the market and diversifying your assets across multiple asset classes, while determining the optimal allocation to the stock market for your investments. By adopting this strategy, we aim to deliver superior results by focusing on what we can control and ensuring that our clients embrace both the returns and risks of the market.
At Evergreen, we leverage passive investment vehicles, such as low-cost Exchange Traded Funds (ETFs), rather than costly actively managed investments. Our selection of ETFs allows us to offer a wide range of risk profiles, ensuring that you find an investment option that aligns with your goals. Additionally, we provide you with the flexibility to choose between standard investment vehicles and socially responsible investments. Our portfolio management includes periodic rebalancing to maintain optimal asset allocation and minimize tax implications for after-tax accounts.
Should you wish to retain any existing individual stocks, bonds, or mutual funds, we accommodate your preferences during the account transition process. We customize the investment transitions based on each client's unique situation, ensuring a seamless and personalized experience.
Our Unique Flat Fee Structure
Our management fee of a flat $6,300 per year is broken down and charged monthly to your account. Our investment management and trading have no transactional costs, meaning Evergreen has no incentive to trade client accounts unless it is in your best interest. Our services that include financial planning, financial modeling, consulting, and investment management of accounts are included within the management fee. Review our fee table here.
Evergreen gladly accepts new clients with an account size of $500,000 or greater. No matter the amount you invest with us, you will receive the same level of care and service which sets us apart from other investment firms. It's our Philosophy by which our firm is built around.