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Retirement plan solutions to fit

your organization

 

 

Why hire Evergreen

Top employees and job seekers are more inclined to stay with or join companies that have a competitive benefits offering. Custom, actively managed portfolios and strategy-selection guidance for your employer-sponsored retirement plan adds value for employees and encourages participation.

 

We don't just provide investment products, we offer the strategies, advice, and communication necessary for employees to get excited about building wealth and retiring with the company.

Take the responsibility of portfolio construction off of employees

With nearly 40 years of experience managing investments for institutions and individuals preparing for retirement, we can make confident recommendations for your employees to invest their retirement account. Actively managed portfolios provide a unique offering to attract and retain top talent, and improve participation. 

We can act as a plan fiduciary

Options for the level of involvement you would like in administering your plan include:

3(21) – Investment advisor and “co-fiduciary" for companies that prefer to be more hands-on.  Evergreen makes recommendations, but final decisions are ultimately up to the sponsor.​​

3(38) – Investment advisor and fiduciary. ​Evergreen would select the plan menu, implement it and continually manage the available selections and investment models.

The plan implementation process

We constantly challenge the status quo to better manage wealth

1

DISCOVERY SESSION

Outline plan objectives.
Define company goals.

Select TPA & recordkeeper

2

 DEVELOP 

FINANCIAL PLAN

Determine investment strategies.

3

INVESTMENT MANAGEMENT

Asset advisory.
Performance evaluation.
Perform due diligence.
Uniquely tailored portfolios.

4

TACTICALLY ADJUST

Monitor assumptions.
Opportunistic shifts.

Values-based investment options

We offer ESG investment options for employers wishing to offer a plan option that aligns with their mission and the values of their employees. These strategies are ETF-based, allowing for a committed ESG focus, rather than just a portion of the account allocated towards these funds. 

Employees can choose from the areas of Equality, Environmentalism, or Human Rights to align their employer-sponsored retirement account with the causes that matter most to them.

About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets. We are committed to establishing and maintaining relationships where clients view us not simply as investment professionals, but also as their trusted partners. Our entire team is working toward the same goal: a secure financial future for our clients. At Evergreen, we believe superior communication is at the foundation of success for an investor. While each of our client’s pursuits is unique, Evergreen puts their interests above all else.

 

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES