Evolve Investing LLC

Overview

Evolve Investing LLC is an independent, owner-led registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management and educational services. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee arrangements, which makes it able to work with both ongoing advisory relationships and project-based planning. Investment activity centers on liquid public markets—primarily mutual funds and ETFs—supplemented by targeted allocations to third-party alternative managers. The firm identifies as an active ESG investor and incorporates environmental, social and governance considerations into its public-market selection and portfolio construction. Advisory capabilities include customized portfolio management for individuals and small businesses, institution-facing portfolio services for businesses, and client education through seminars and workshops. Evolve Investing does not operate as a capital allocator—rather, it selects external managers and funds when deploying capital to private strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices