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

Tyler Hay

Michelle Watson

Sean Figueroa

David Hay

Jeff Razore

Mark Nicoletti

Chris Dankworth

Wyatt Hay

Louis - Vincent Gave

Investment and Financial Analysis

Client Services Team

Leadership Team

Teams at Evergreen Gavekal

Investment and Financial Analysis

Client Services Team

Leadership Team