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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

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Jeff Eulberg, J.D., CFP®

Managing Director, Family Office, Partner

 

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Jeff Otis

Senior Wealth Consultant, Partner

Helene Fehler

Director of Client Services, Partner

Jeff Dicks

Director of Portfolios,

Partner

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