Evergreen Ria, LLC

Overview

Evergreen Ria, LLC is a small advisory firm that serves individual and family clients, plus a limited number of small-business accounts. The firm structures client relationships primarily on a non-discretionary basis and provides ongoing portfolio management and advisory services rather than acting as a broad capital allocator. Fee arrangements are a mix of percentage-of-AUM fees and fixed fees, and the firm does not position itself as an ESG-focused investor. Evergreen has an insurance-company affiliation, which is reflected in its use of insurance products as part of client solutions. Investment activity centers on pooled public funds and mutual funds as the primary building blocks of client portfolios, with selective use of annuities and external real estate managers to add diversification. The adviser reports a documented preference labeled “Other” for certain asset choices, suggesting bespoke or client-specific flexibility in how they assemble portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices