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 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.

Leadership Team

Investment and Financial Analysis

Client Services Team

Leadership Team

About

Team members

Other teams at Evergreen Gavekal

Investment and Financial Analysis

Client Services Team