EVERGREEN CAPITAL MANAGEMENT INC

Overview

Evergreen Capital Management Inc is an independent, owner-operated registered investment adviser that manages portfolios for individuals, families and institutions. The firm charges a percentage-of-AUM fee and focuses its advisory services on financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and runs educational seminars and workshops. Investment discipline tilts heavily toward liquid, publicly traded instruments: management preference is equities delivered via exchange-traded securities and pooled mutual fund sleeves rather than a broad array of illiquid alternatives. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.

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Public Holdings

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Location & Offices