Evergreen Capital Management Inc

EverGreen Capital Management, Inc, established in 1989 in Omaha, NE, is a registered investment advisor specializing in providing investment advisory services to individuals, foundations, retirement plans, and institutional clients. The firm offers continuous management and oversight of client assets, with discretionary authority granted by the client for determining securities, funds, and asset allocation. EverGreen recommends a minimum portfolio size of $500,000 for individual stocks and bonds. The firm's investment advice is limited to publicly traded securities, including stocks, bonds, mutual funds, and ETFs. EverGreen employs a fundamental approach to investment analysis, focusing on financially strong companies with a history of growth and dividends. The firm uses a value investing strategy, diversifying portfolios across economic sectors and maintaining a disciplined approach to asset allocation. Clients are charged a fee based on a percentage of assets under management, with fees calculated quarterly and deducted directly from the client's account. EverGreen does not charge performance-based fees and typically serves individual clients, foundations, small business retirement plans, and other institutional clients with a minimum account size of $200,000. The firm exercises investment discretion with client authorization and manages $35,287,000 as of November 1, 2021. EverGreen does not engage in wrap fee programs and uses Trade PMR for custodial services. The firm's Chief Investment Officer, Michael L. Green, oversees the investment process, which includes regular portfolio reviews, rebalancing, and client meetings to discuss investments and goals. EverGreen upholds a Code of Ethics to avoid conflicts of interest and does not receive compensation for client referrals. The firm does not have custody of client assets and maintains investment discretion with client authorization.