An investment management partner for endowments & foundations
We embrace the customization institutional clients require, building portfolios based
on your investment policy and stakeholders' priorities.
Evergreen's approach to portfolio management
for endowments & foundations
Some firms simply plug their clients into cookie-cutter portfolios without regard to individual needs or guidelines. At Evergreen, we have been managing custom endowment portfolios for over two decades. We understand the need to follow strict guidelines and to be available to adjust our strategy to meet those expectations.
Our investment philosophy tends to be opportunistic with a contrarian tilt. We are a macro firm, which guides our asset allocation, but we pair our macro views with deep fundamental analysis at the individual security level. Our valuation-driven approach looks to allocate capital to the most attractive areas of the market, seeking growth only when reasonably priced. As markets move and strategies shift, we encourage interested parties to request a consultation with a member of the investment committee to learn more about our approach and get answers to preliminary questions.
We embrace the customization
institutional clients require
From our smallest accounts to our largest, Evergreen takes pride in building custom portfolios that reflect our thorough approach to sector analysis and our attention to truly active management of bond portfolios. We build portfolios based on the prescribed investment policy and consultation with any applicable committees or parties from your organization. Once the portfolio is built, we will adjust based on market fluctuations and our views on individual securities.
Most accounts at Evergreen Gavekal are managed with discretion, meaning that trades are executed at the discretion of the investment committee. Institutional clients are welcomed to discuss their specific requirements with their investment consultant and, upon approval, place restrictions on the account that allow them to pick and hold some of their own securities.
From our smallest accounts to our largest, Evergreen takes pride in building custom portfolios that reflect our thorough approach to sector analysis and our attention to truly active management of bond portfolios. We build portfolios based on the prescribed investment policy and consultation with any applicable committees or parties from your organization. Once the portfolio is built, we will adjust based on market fluctuations and our views on individual securities.
Most accounts at Evergreen Gavekal are managed with discretion, meaning that trades are executed at the discretion of the investment committee. Institutional clients are welcomed to discuss their specific requirements with their investment consultant and, upon approval, place restrictions on the account that allow them to pick and hold some of their own securities.
We embrace the customization institutional clients require
Quarterly report of performance metrics and market outlook.
Our Service Team is available during all business hours to assist with account administration, cash flow requests, and any other needs pertaining to your account at Evergreen. Your investment consultant is also available to provide guidance and help for concerns that arise between quarterly reviews.
We share our views on markets in a weekly commentary, which takes a deep dive on alternating macroeconomic topics. We send this out every Friday so that clients can keep a close eye on how our perspective evolves through changing conditions.
We’re Here to Be a Partner, Not Just an Asset Manager
Jeff Eulberg, J.D., CFP®
Managing Director, Family Office, Partner
Jeff Otis
Senior Wealth Consultant, Partner
