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 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

Client Services Team

Leadership Team

Investment and Financial Analysis

About

Team members

Other teams at Evergreen Gavekal

Client Services Team

Leadership Team