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
View Top Employees from Evergreen GavekalWebsite | http://www.evergreengavekal.com |
Revenue | $5 million |
Funding | $350000 |
Employees | 36 (36 on RocketReach) |
Founded | 1983 |
Address | 10500 NE 8th Street Suite 950, Bellevue, Washington 98004, US |
Phone | (949) 416-5200 |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Financial Planning, Retirement Planning, College Planning |
Web Rank | 1 Million |
Keywords | Spanish To English, Evergreen Gravkell, Evergreen Gavekal, Donald Tusk Qualcomm Nxp, Evergreengavekal |
SIC | SIC Code 679 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
Looking for a particular Evergreen Gavekal employee's phone or email?
The Evergreen Gavekal annual revenue was $5 million in 2024.
Tyler Hay is the CEO of Evergreen Gavekal.
36 people are employed at Evergreen Gavekal.
Evergreen Gavekal is based in Bellevue, Washington.
The NAICS codes for Evergreen Gavekal are [523, 5239, 52].
The SIC codes for Evergreen Gavekal are [679, 67].