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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
Succession Planning
Regional Meetings
Marketing Solutions
Client Asset Management
Transition Success
License Transfer
Book of Business Transfer
Office Solutions Support
Personal Support and Technology Training
Compliance Success
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.
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
Interested in Talking?