Where the asset management plan provides general guidelines for how a client's portfolio will be managed over time, the investment process determines how the plan will be implemented on an ongoing basis and how the portfolio will be built and maintained. The investment process employed at Evergreen Wealth Advisors is an outgrowth of the work we developed and implemented for the institutional investment market from 1994 to 2003. This approach uses trend analysis to identify major points of change in the economy and valuation analysis to identify areas within the markets that are over or under valued at a particular time. The net result of this process is a portfolio for each client with superior risk/reward characteristics.
We conduct investment research on an ongoing basis and apply the results using a disciplined methodology. Our investment process consists of five distinct steps (click on the link for a detailed description):
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