Evergreen Capital Management Inc

Overview

Evergreen Capital Management Inc is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging advisory fees as a percentage of assets under management. Core client-facing services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. It also does not present itself as a pension consultant or a related adviser to other firms.

Assets & Accounts

Public Holdings

Investments & Alternatives