Evergreen Private Wealth

Evergreen Private Wealth serves individuals (including high-net-worth clients), charitable organizations, and business entities with discretionary portfolio management and comprehensive written financial planning. The firm provides ongoing investment supervisory services and household-level reporting that aggregates account information for clients and their spouses or partners, with an opt-out process that applies to the entire household.

Evergreen’s investment approach combines tailored asset allocation and model-driven recommendations informed by fundamental, technical, and quantitative analysis. Portfolios are generally weighted toward marketable securities for long-term, multi-decade objectives and may include bonds, equities, ETFs, options, commodities, and the selective use of margin or other strategies; Evergreen implements client-approved investment policy statements on a discretionary basis.

What distinguishes Evergreen from many peers is that it sponsors and acts as the portfolio manager for a wrap fee program and manages client accounts exclusively through that program rather than offering a separate non-wrap option, a structure that is uncommon among similar team firms. The firm also requires clients to use a specific institutional custodian (with a narrow exception for employer plan accounts) and pays third-party money managers and transaction costs from the wrap fee, which the firm discloses can create incentives that it addresses through fiduciary procedures.