Evergreen Gavekal

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