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INVESTMENTS THAT STAND THE TEST OF TIME

Evergreen Gavekal is an independent registered investment advisor (RIA)

serving high-net-worth individuals, families, and endowments.

WHAT SETS US APART

INTEGRATED

WEALTH PLANNING

Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.

DYNAMIC INVESTMENT

STRATEGIES

We don’t just rebalance you, we seize market opportunities.

ADVANCED

DATA

ANALYTICS

Our process allows us

to analyze and measure changes in investor behavior.

PROPRIETARY 

INSTITUTIONAL

RESEARCH

Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world.

$2 BILLION AUM.

LET US GUIDE YOU.

AS OF 12/31/2018

EXPERIENCED WEALTH MANAGEMENT

Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.

MOST FIRMS READ RESEARCH. WE WRITE IT.

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