Evergreen Institutional Solutions has extensive background and experience in assisting institutions to create enduring programs in support of their specific mission into perpetuity.
We collaborate with each institution to understand their unique needs and objectives in order to create an enduring management program hallmarked by institutional best practices in investment management and governance. Evergreen Institutional Solutions serves as co-fiduciaries with each organization’s staff and trustees which aligns interests toward the long-term success of the organization in furtherance of its unique mission.
Comprehensive evaluation of your institutions specific objectives.
Our team will help you create enduring practices to help achieve the institutional mission into perpetuity.
Experienced institutional portfolio managers will steward your organization's wealth.
We will regularly access your account and investment policy and suggest changes along the way.
Meet the people behind the financial strategies.
