Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.

INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.

DYNAMIC INVESTMENT STRATEGIES: We don’t just rebalance you, we seize market opportunities.

ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior.

PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry’s leading institutional research providers, used by prominent financial institutions in the world.

EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.

https://www.evergreengavekal.com/about

Investment Management

Evergreen Gavekal

Evergreen Gavekal's headquarters in Bellevue, WA, United States

Tyler Hay

Sean Figueroa

Michelle Watson

Jeff Dicks

Chris Dankworth

Wyatt Hay

The Investment and Financial Analysis team at Evergreen Gavekal is responsible for developing and implementing advanced investment strategies tailored to the unique needs of high-net-worth clients. Utilizing proprietary research and advanced data analytics, the team conducts in-depth financial analyses to identify market opportunities and optimize portfolio performance. Their expertise in risk management and fundamental research ensures that client investments align with long-term financial goals while adapting to changing market conditions.

Investment and Financial Analysis

The Client Services Team at Evergreen Gavekal is dedicated to enhancing the client experience by providing personalized support and timely communication. They handle client inquiries, coordinate financial planning services, and ensure that clients are informed about their investment strategies and market opportunities. With a focus on building long-term relationships, the team works collaboratively with financial planners and investment professionals to align services with the unique needs of high-net-worth individuals and families.

Client Services Team

The Leadership Team at Evergreen Gavekal comprises seasoned professionals responsible for steering the firm's strategic vision and operational excellence. They collaborate to enhance integrated wealth planning, drive dynamic investment strategies, and leverage advanced data analytics to optimize client outcomes. This team ensures that all initiatives align with the firm’s commitment to acting in the best interest of high-net-worth clients, utilizing proprietary research and fundamental investment principles to achieve long-term financial success.

Evergreen Gavekal

Org chart

Teams

Investment and Financial Analysis

Client Services Team

Leadership Team

Offices

Evergreen Gavekal

Org chart

Teams

Investment and Financial Analysis

Client Services Team

Leadership Team

Offices

Related companies