YOUR CLIENTS

YOUR BUSINESS

OUR RESOURCES

Working together, we collaborate on innovative solutions to achieve the goals of your clients and your business.

It's a very simple approach.

FLEXIBLE OPPORTUNITY FOR SUCCESS

Our value proposition is highlighted by a flexible approach to helping you achieve your business goals. Whether you are growing, maintaining, or preparing for a transition out of your practice, we are prepared to support your needs.

Business Success

Practice Management Support

Succession Planning

Regional Meetings

Marketing Solutions

Client Asset Management

Transition Success

Dedicated Transition Services

License Transfer

Book of Business Transfer

Office Solutions Support

Personal Support and Technology Training

Compliance Success

Registrations & Licensing

Account Monitoring

Advertising Review

Financial Planning Review

Fiduciary Account Support

INVESTMENT

MANAGEMENT

We don't expect our advisor partners to be portfolio managers. We offer a solution to help you spend more time with clients.

TURNKEY ASSET MANAGEMENT

At no cost to our advisors, we offer a turnkey solution for your client asset management.

 

From trading and managing a comprehensive group of investments solutions, you can leverage the partnership of EverGreen Capital Management to manage the day to day operation of asset management decisions.

Our structure allows us to act as a Third Party Money Manager for any advisor looking to focus more on managing and growing the relationships they’ve worked hard to develop.

 

Financial Planning assistance is also available.

TECHNOLOGY, RESOURCES, SUPPORT

ASSET MANAGEMENT

 

Model portfolio management

Custom models for high net worth clients

Account rebalancing

Performance reporting

Portfolio management guidance and consultation

BROKERAGE SERVICES

 

Technology platform designed for independent advisors

Online account opening and form updates

Generate electronic forms and signatures

Client online account access

Wells Fargo Clearing Custodial Services 

PRACTICE MANAGEMENT

 

Business development consulting

Employer sponsored plan prospecting

Practice and team support

Financial Planning assistance

Business succession

EVERGREEN TECHNOLOGY PARTNERS

We partner with leading companies to provide you today's cutting edge technology.

 

In addition to comprehensive back office web-based technology offered through our brokerage partner, TradePMR, which allows for the efficient processing of client business. We offer a comprehensive suite of technology to suit your individual practice needs.

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BESIDES YOUR QUALITY OF LIFE, HERE'S WHAT WE VALUE

INDIVIDUALIZED ATTENTION

 

We believe our advisors want to partner with a firm that is attentive enough to offer individualized attention, while being experienced enough to collaborate on evolving and improving their practices to suit their business and personal goals.

 

EXCELLENT CUSTOMER SERVICE

 

For EverGreen, this starts with providing efficient and focused service to our advisors and their practices. We strive to provide best in class resources that allow our advisors more time supporting the needs of their clients and not mired in the day to day operation of a successful practice.

 

INTEGRITY

 

As a privately owned and operated firm, we understand that your success is our success. Our business model is rooted in the best interest of the people we serve, our clients and our advisor partners. This belief permeates the decisions that effect your business and personal satisfaction. We are committed to our advisors input in the products, services, and technology necessary to serve your clients and build your business. 

 

INDEPENDENCE

 

EverGreen understands that you are an independent advisor - free to affiliate with whomever you choose. Your practice belongs to you, therefore, we have created no barriers to your independence.  Many firms promote independence and have an example of what independence means. For us, we learn what independence means to you and provide flexible non-biased solutions to support where you are in your business and your life.

QUALITY OF LIFE

EverGreen Capital Management celebrates your best quality of life. Our growth is not about the numbers, it's about relationships, with our employees, advisors, and families. We strive to create an environment that promotes working together, creating partnerships, and collaborating for the benefit of our clients and communities.  

Benefits our independent investment professionals enjoy:

Personalized Service

Experienced Support

Digital Client Experience

Paperless Cloud Storage

Electronic Paperwork

Robo Advisor Technology

Accurate Business & Earnings Reporting

Vast Product Offerings

Professional Compliance Monitoring

Financial Planning Support

Marketing Solutions

Outsourced Money Management

Peer to Peer Community

Advisor/Client Events

No Corporate Sales Quotas

No Mandated Sales Goals

Business Succession Planning

Trusted Custodial Services

CONTACT

EVERGREEN

CAPITAL MANAGEMENT

909 N 96th Street 

Suite 101

Omaha, NE 68114

402.392.1220

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through TradePMR, Inc. Member FINRA/SIPC. Advisory services offered through EverGreen Capital Management.