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

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

Investment and Financial Analysis

Leadership Team

Client Services Team

About

Team members

Other teams at Evergreen Gavekal

Investment and Financial Analysis

Leadership Team