Evergreen Gavekal

About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor serving high-net-worth individuals, families, and endowments. Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals. We don’t just rebalance you, we seize market opportunities. Our process allows us to analyze and measure changes in investor behavior. Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world. Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.