Founded
Combined Years of Experience
Independently Owned
About Evergreen
We are a leading boutique investment consultant. We work with premier financial advisory groups as well as families, foundations and not-for-profits.
- Collaborative and tailored asset consulting
- Large highly experienced investment team
- Off the shelf and bespoke managed accounts
- Independent and objective asset allocation and manager research
- Cutting edge proprietary quantitative solutions
- Approved on all major platforms
Our Mission
Our mission is to ensure that everyone has the opportunity
to reach their financial and, ultimately, their life goals.
To achieve this, we spend our time working with our clients
to deliver superior bespoke investment solutions.
We are experts in all facets of investment consulting. We
continue to innovate by investing in both experienced staff
and technology.
We are industry leaders, so our clients benefit from our
original work and deep insights.
Publications
Evergreen Publications
ERIG Index Performance Survey: Performance of Active Managers Enhanced Through Consideration of RI
Maximillian Mulholland-Licht
Maximillian Mulholland-Licht examines data that suggests active managers with RI focus outperformed peers during FY24.
FY24 in Review Australian Equities and the Struggle for Active Managers
Liam O'Reilly
Liam O'Reilly dissects market behaviour in FY24 and its implications on active management.
Portfolio Strategies for a Higher Inflation Environment
Brad Bugg
Brad Bugg provides insights into strategies used to counter inflation.
Publications
Evergreen Publications
Is Active Management Worth It?
Angela Ashton
Angela Ashton explores if active management is worthwhile.
Reflections on COP28 conference.
Maximillian Mulholland-Licht
Max Mulholland provides insights into the COP28 conference.
The case for SMAs
Mitchell Healey
Mitchell Healey makes the case as to why financial advisers should switch to SMAs.
Publications
Evergreen Essentials
Bonds and Interest Rates
An explainer on bonds and interest rates.
Diversification
An explainer on the importance of diversification.
Dollar Cost Averaging
An explainer on Dollar Cost Averaging and how to invest during uncertainity.
Publications
Evergreen Essentials
Franking
An explainer on Franking Credits and how tho leverage them.
Rebalancing
An explainer on the need for Rebalancing a portfolio.
Responsible Investing
An explainer on Responsible Investing.
Contact
Contact Us
Our Address
Level 510 Bridge Street
Sydney NSW 2000
Our Postal Address
PO Box 552Royal Exchange NSW 1225
ABN and AFSL
ABN 75 602 703 202AFSL 486275