In addition to providing superior investment management advice, Evergreen Wealth Advisors is committed to maintaining a client-centered culture where attention to detail and responsiveness to clients are equally important to the investment plan. The following services are part of our asset management relationship with our clients:

• Development of Investment Strategy & Creation of an Asset Management Plan
  • - Assessment of assets, liabilities, and generation of income
  • - Development and articulation of investment objectives
  • - Assessment of risk tolerance
  • - Design of strategic asset allocation across multiple asset classes
  • - Creation of a formal Investment Policy Statement

• Implementation of the Asset Management Plan: the Investment Process
  • - Ongoing economic, financial market & asset class research
  • - Development of intermediate term asset allocation based on investment research
  • - Evaluation and selection of investment vehicles & managers

• Quarterly Results Measurement & Analysis
  • - Quarterly portfolio reports
  • - Ongoing periodic capital market assessment reports

• Collaboration with Client's Tax, Legal, Private Banking and Insurance Advisors
  • - Provide recommendations to trusted advisors as requested
  • - Coordination of flow of relevant information
  • - Integration of other advisors into investment planning as requested

• Management of Concentrated Stock Positions & Options
  • - Monitor existing positions
  • - Development of diversification strategies
  • - Development of exit strategies

• Cash Flow & Liquidity Management

• Investment Account Consolidation and Set-Up
  • - Establishment of accounts
  • - Seamless transition from legacy accounts
  • - Follow-up with custodians