What We Do.
Evergreen Consultants is an independent investment consulting business, working with financial advisory firms to provide a range of bespoke investment solutions designed to deliver flexibility, efficiency and an enhanced client experience.
We partner with financial advisers to build multi-asset managed accounts on a variety of platforms and offer our own managed accounts on major platforms.
We also provide clients with traditional end to end consulting services if required. This includes strategic and dynamic asset allocation services, manager selection, portfolio construction, investment committee participation and management, reporting and advanced portfolio analytics.
Our clients include small institutions and high quality independent financial advisers.
Who We Are.
We have over 170 years of investment experience drawn from investment consulting, funds management and investment banking, both in Australia and overseas. With a team of experienced investment professionals, well defined investment processes and robust proprietary analytical systems, Evergreen is well positioned to assist our clients in meeting their business and investment objectives.
Founded in 2016 by industry veterans, Evergreen is now recognised as one of the pre-eminent providers of investment consulting services in Australia. This is evidenced by the business’ success in winning clients and growing its presence in the financial services market.
Our success is based on the close relationships we have with clients. Our work is highly bespoke. We listen to clients and take the time to understand their particular needs. We then work collaboratively to set objectives and deliver outcomes.
In the short time since Evergreen’s inception, the business has become well known to independent financial planners, small institutions, platforms, and fund managers alike.