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)
Proven Investment Team
Evergreen Gavekal manages $1.37 billion as of December 31, 2016.
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
|Access to a Human|
|Ongoing Active Management|