"Someone's sitting in the shade today because someone planted a tree a long time ago."

Warren Buffett

Evergreen Consultants

Delivering best practice investment solutions to financial advisers

The four pillars of Evergreen:

  • Being independent makes us nimble and strong.
  • We work with a wide range of clients to achieve their desired investment outcomes.
  • Our experience allows us to build unique solutions in a cluttered market.
  • We collaborate with very experienced individuals who share our vision.

To find out more about our approach to investment strategies and also the benefits of managed accounts – click here

 

 

We help you build quality Investment Solutions by tailoring asset allocation and portfolio construction

to meet the needs of you and your clients.


We recognise that each advisory firm is unique and are looking for a solution to satisfy their specific business aspirations as well their clients’.
To ensure we can provide the right solution we have created a range of services to meet our client’s needs.

Bespoke Solution

For our clients that require our services to be tailored to their specific business needs.

Model Portfolios

A range of ‘best of breed’ model portfolios across a number of proven platforms.

Our Services

Investment Consulting that stands out from the competition

Investment Consulting

Evergreen provides bespoke investment solutions to advisory groups and small institutions...


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Strategic and Dynamic Asset Allocation

Evergreen believes that Strategic Asset Allocation (SAA) is an integral part of good investing...


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Investment Research and Monitoring

Evergreen's objective is to use fund managers who we expect will outperform over reasonable period...


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Adviser Support and Communication

As you would expect Evergreen is also able to present at professional development days and conferences...


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Model Portfolios

Evergreen’s platform based models are built and monitored using research on both asset allocation and fund manager selection


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If you would like to know more about our services and our approach to investment strategies please - click here