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Evergreen Gavekal | Wealth Management & Investment Advisors Private Wealth Family Office Alternative Investments Taxation Research Client Login Services Private Wealth Family Office Alternative Investments Taxation Business Owners Research Our Team Careers Resources Blog Compatibility Survey Newsletter Contact Us Login Evergreen is everything wealth. We specialize in navigating the opportunities and challenges that come with significant wealth. Schedule a consultation Click here to see important disclosures related to the Forbes, Financial Times, Investment News, and Puget Sound Business journal lists. Evergreen is everything wealth. Navigating the opportunities and challenges of significant wealth can be complicated. It takes time and expertise to make informed investment decisions, manage your financial assets and plan for the future. W ealth is about more than money and has different meanings for everyone. For some, it’s about living life on your own terms. For others, i t’s about knowing your family has security. And, of course, it’s about creating a legacy that aligns with your values. Tell us, what does wealth mean to you ? About Evergreen Evergreen Gave k al is an independent registered investment advisor (RIA*), with four offices on the West Coast serving clients all over the U.S. We provide a comprehensive wealth management solution to high net-worth individuals, trustees, businesses, and foundations, with investments, tax, and financial planning all under one roof. As an RIA* , our fiduciary duty requires us to operate with full transparency and only offer solutions that are in your best financial interest. No exceptions. W ith those responsibilities in mind, we advise on a wide range of subjects that affect your financial life. Recent Articles Evergreen Gavekal publishes market commentary and financial planning research weekly. Keep up to date with market news and analyses on our blog, including articles and podcasts created by our team members and trusted industry experts. Browse the Articles May 9, 2024 Roth IRAs: Retirement & Legacy Planning Strategies Read NowBy: Katie Vercio, CFP® May 3, 2024 Economic Uncertainty and the Evolution of Monetary Policymaking Read NowBy: Evergreen Gavekal April 25, 2024 A Question To Challenge The Deflationary Mindset Read NowBy: Louis-Vincent Gave 1 2 3 … 31 Next » Established in 1983, Evergreen Gavekal is an independent registered investment advisor (RIA*). We serve high net-worth individuals, families and endowments, providing guidance and personalized wealth management plans for an empowered financial future and legacy. Form ADV FORM CRS Privacy Policy Disclosures Terms and conditions Accessibility Locations Bellevue 1412 112th Ave NE, Suite 100 Bellevue, WA 98004 425.467.4600 San Francisco 50 California Street, Suite 1790 San Francisco, CA 94111 415.960.6300 Lake Oswego 16325 Boones Ferry Rd, Suite 100 Lake Oswego, OR 97035 503.575.9758 Napa 1850 Soscol Ave, Suite 205 Napa, CA 94559 707.287.9686 Divisions Private Wealth Family Office Alternative Investments Taxation Research Copyright 1983 - 2024 Evergreen Gavekal. All Rights Reserved. Website by Thrive Get in touch Questions? Send us a message, and we’ll respond within 24 business hours. Modal Form Full Name * Email Address * Phone Number Message If you are human, leave this field blank. Send a message Disclosure Financial Times Top 300: FINANCIAL TIMES TOP 300 The rating of Top 300 in the FT 300 is based on several factors set by the Financial Times which they list as; AUM, AUM growth rate, Companies’ years in existence, compliance record (evidence of past client disputes), industry certifications (CFA, CFP, etc), and online accessibility. According to the financial times, AUM accounted for an average of 70 to 75 percent of each adviser’s score, three-year asset growth accounted for an average of 15 percent. Additionally, the FT caps the number of advisory companies from any one state, based roughly on the distribution of millionaires across the US. The FT presents the Top 300 is presenting an elite group, not a competitive ranking of one to 300. 740 RIAs applied, and 300 made the ranking list. Evergreen Gavekal was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. The survey was conducted by Financial Times, and Evergreen did not pay a fee to participate. Forbes Next-Gen: The rating of 2020 Next-Gen Wealth Advisor is based off several factors set by the Forbes and SHOOK Research. Forbes states The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. There were 32,000 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Follow the below link for more information on the methodology and list. https://www.forbes.com/sites/rjshook/2020/07/22/2020-top-next-gen-wealth-advisors-methodology/?sh=650e2c5a4518 Forbes Best in State: Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. No fee was paid by Evergreen, or Jeff Eulberg to be part of this list. Data provided by SHOOK® Research, LLC. Data as of 12/31/21. Source: Forbes.com(July, 2022). Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. There were 34,925 nominations received, based on thresholds set by Forbes and SHOOK. Follow the below link for more information on the methodology and list. https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=7936e8be7fee INVESTMENT NEWS InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other...