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Terms of Use

​This website is a publication of EverGreen Capital Management, Inc.  Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Information on this website is directed toward U.S. residents only. EverGreen Capital Management only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Past performance may not be indicative of future results.  All investment strategies have the potential for profit or loss including the loss of principal. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio. Any return figures and probability projections may be provided for informational and illustrative purposes, and may not reflect actual customer or model return performance. 

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the ocurrence of which would have the effect of decreasing historical performance results.

Economic factors, market conditions, and investment strategies may affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. EverGreen
 is unable to predict or forecast market fluctuations or other uncertainties that may affect the value of any investment.


EverGreen makes no representation regarding the likelihood or probability that any actual or proposed portfolio allocation will in fact achieve a particular investment outcome or goal. Past performance is not a guarantee of future success, and in fact volatility means that returns in any period may be far above or below those of previous period.  Some customers may have investment results that materially differ from those indicated by any of our investment tools and projections.


Any tax, legal and estate planning information on this website are general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.


Model Portfolio Information

Model predictions are inherently limited in that they do not represent actual trading nor material economic or market factors. Any portfolio performance projections are based on EverGreen's current recommended portfolios and, for periods that pre-date the issuance of funds or securities in our current recommended portfolios, broad market indexes. Portfolio performance projections account for the reinvestment of dividends as well as investment fees.


While our information and illustrations are designed to provide helpful investing guidance, as a self-directed investor, you must carefully consider the appropriateness of the proposed investments in light of your own personal financial circumstances, including cash flow needs, tax circumstances, or other complex or subjective concerns. You are urged to use all available resources to educate yourself about investing in general, as well as the investments and the overall composition of your EverGreen automated portfolio account. Additionally, market conditions and your personal financial circumstances may change – perhaps suddenly or maybe gradually over time. Monitoring and adjusting your EverGreen account to suit changing circumstances is your responsibility, and it is recommended that you reassess any investing program on a regular basis to ensure that it remains consistent with your current financial resources and investment objectives.



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