Once each client's assets are invested, we carefully monitor the portfolio and analyze the results on a regular basis. We analyze portfolio performance relative to market action of the various asset classes, markets and sectors. We evaluate investment manager performance relative to their benchmarks and to competitor results. Our analytical reviews feed back into our investment process on an ongoing basis.

We provide quarterly reports to our clients. We also communicate frequently and meet periodically with our clients to review the results of the investment plan, determine whether there are any changes to client circumstances and to assess progress towards the client's goals. In general, we remain available to our clients to address issues or concerns regarding their portfolios, the market environment generally or other advisory questions.

The investment process at Evergreen Wealth Advisors is continuous. We conduct research on an ongoing basis and actively seek to identify solid investment opportunities for our clients. We are long term investors and as our process unfolds over time, we seek to position our clients well relative to the dynamic economy and investment environment.