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EIA - Proven Investment Team

Low Cost Active Management

The Evergreen Intelligent Advisor brings a high net worth investment solution at a fraction of the cost. (EIA begins at 0.65% management fee)

EIA - Proven Investment Team

Proven Investment Team

Evergreen Gavekal manages $1.37 billion as of December 31, 2016.

Tax Efficiency

The EIA strives to help clients minimize taxes by realizing losses at opportune times to help offset capital gains.

a robo advisor doesn’t have to be brainless

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Digital Onboarding EIA- Dark Check EIA- Gold Check
Access to a Human EIA- Dark X EIA- Gold Check
Portfolio Rebalancing EIA- Dark Check EIA- Gold Check
Low Cost EIA- Dark Check EIA- Gold Check
Ongoing Active Management EIA- Dark X EIA- Gold Check
Analyze Portfolio EIA- Dark X EIA- Gold Check
Weekly Updates EIA- Dark X EIA- Gold Check
Tax Management EIA- Dark X EIA- Gold Check
Investor Preferences EIA- Dark X EIA- Gold Check
World-Class Research EIA- Dark X EIA- Gold Check

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