Evergreen Investing, LLC

Overview

Evergreen Investing, LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small business clients. The firm runs a fee model that combines percentage-of-AUM billing with fixed fees, and it does not position itself as a capital allocator or a multi-state adviser. Investment approach centers on pooled public vehicles—primarily mutual funds—for core equity and fixed-income exposure, with selective use of alternatives and insurance products where appropriate. Evergreen is not an active ESG investor according to available records. Service delivery appears boutique in scale: the firm manages discretionary portfolios for a compact client base and uses third-party managers and custodial platforms to implement strategies rather than building large in-house SMA suites.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices