Evergreen’s asset management services include a deep dive into all of your assets. Stocks, bonds, mutual funds, investments, real estate holdings, business holdings, life insurance, future earnings, all of it. It’s all included to achieve these three key objectives:
Our client-first culture means that you’ll be an active participant in the process. We can tell you everything you want to know about financial products, but only you know what you hope to achieve with them. Together, we’ll build a portfolio that could include:
The client’s best interest is at the center of every decision we make, which is why we’ve focused on a few unique strategies that you may not find at other firms:
Householding – When clients come in with disparate accounts (like a joint account, two IRAs and two Roth IRAs), we look at the totality of those accounts and create one portfolio — positioning the assets and securities where they best fit. Not only does this save money for our clients, but it also helps them to build wealth.
Tax loss harvesting – We’ll review your portfolio regularly to identify assets that aren’t performing up to the standard we know you expect. For those that aren’t, we sell and replace the asset with something that is relatively equal. In doing so, you’ll gain tax benefits without changing your portfolio’s structure.
Active, passive, & beta strategies – Active strategies help managers to pick individual securities, attempting to beat the market index. Beta strategies employ quantitative and qualitative screenings in a kind of hybrid blend. We employ each strategy in the sectors in which they are most effective.
Core satellite – Portfolios are constructed with core assets and additional satellite positions that add exposure in areas where active managers and beta strategies consistently outperform with a great enough magnitude to compensate for added cost. We’ll fluctuate the size of your core to take advantage of good times and insulate you when they aren’t.
Strategic allocation with tactical tilts – Strategic allocation employs a static asset allocation, while tactical changes at frequent intervals in hopes of enhancing returns. At Evergreen, these are not opposing mechanisms; rather, they are tools that we use in tandem. Like a ship at sea, we set a clear course that will get you to your destination.
For clients with a higher risk tolerance, we might even suggest short-term assets, option strategies or alternative investments like managed futures, private funds, and tax shelters.
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