Evansbrook Capital Management

The firm serves individual clients—including high‑net‑worth clients—families, trusts, estates, businesses, charities, and retirement plans. It provides discretionary investment management, custom portfolio construction, and qualified plan consulting, offering both plan‑level and participant‑level advisory services depending on client needs.

Investment decisions are guided by a strategic, diversified asset‑allocation framework implemented through a proprietary methodology and ongoing rebalancing. The firm uses a wide range of analytical approaches (macroeconomic, fundamental, quantitative, qualitative, technical and cyclical) and may employ options strategies and limited margin (generally up to about 10% in exceptional circumstances) as part of portfolio management; most client accounts are managed on a discretionary basis.

What is distinctive is the firm’s scale relative to its small advisory team—managing over $225 million with two advisors—and the principals’ institutional portfolio‑management backgrounds and advanced credentials (including a CFA charter). The firm also documents its ability to serve as an ERISA fiduciary (including potential 3(38) plan roles), discloses that one principal holds an insurance license and may receive commissions (with a signed conflict‑of‑interest disclosure for clients), uses a major institutional custodian relationship for execution and support services, and reports no disciplinary history.