Evergreen Investment Management, LLC

Overview

Evergreen Investment Management, LLC is a small, owner-managed advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and directs client relationships primarily toward individual and family clients. Evergreen shows a clear preference for publicly traded equities as the core of its investment program, using liquid exchange-traded instruments to implement client allocations. The firm is not positioned as an ESG-focused manager and operates under a single-state registration status in its filing materials. Decision-making appears centered on straightforward, liquid exposures rather than complex alternative strategies or external capital allocation: equity positions make up the bulk of assets, supplemented by mutual fund holdings. Custody and back-office services are routed through Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices