Coffee with Evergreen: April 23rd

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3y ago 51:27

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In this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay about the wealth management industry as a whole and how Evergreen Gavekal became a $3 billion (AUM)* investment advisor. How did we start? What challenges do the industry and investors currently face? And, how will the landscape change in the years ahead?
*($3.1B AUM as of 3/31/2021)
This week is a one-time break from our brief 15-minute format to learn a little bit about Evergreen. Please enjoy this 60-minute special podcast episode where two of our partners share with listeners the most interesting and important considerations for managing an investment advisory company today.

As always, we hope you enjoy the listen!

Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee. Past performance is no guarantee of future results. All investments involve risk including the loss of principal.

Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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