Evergreen Intelligent Advisor

Evergreen Intelligent Advisor
Investable Assets
$100,000 – $1,000,000

An alternative to the generic “robo-advisor”, the EIA is designed as a superior investment tool for the masses. The ease of electronic onboarding combined with perpetual active management gives clients the best of both worlds.

Private Wealth Management

Private Wealth Managment
Investable Assets
$1,000,000 – $20,000,000

A holistic suite of investment services to guide affluent families through the complexities involved in managing wealth.

Evergreen Family Office

Ultra High Net Worth
Investable Assets
$20,000,000+

A la carte, or all-inclusive, services designed for the ultra-high net worth families including investment management, financial planning, estate planning, their education, net worth reporting, document management, and expense management.

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