Investment Philosophy

Some financial advisors have complex, highly technical investment philosophies. Ours is simple: we believe in developing broadly diversified portfolios at a prudent cost, without taking more risk than you can financially or emotionally tolerate.

That means we take the time to learn who you are and what makes you tick. Of course, we’ll ask about your savings, your income, and your obligations. We’ll also ask what you expect – and want – the future to hold. How many trips a year would you like to take when you’re retired? How soon will you need to replace your car? Do you plan to help pay for a child’s or grandchild’s wedding, first house, or college education?

Then, we’ll select an asset allocation strategy for you that carefully balances risk and reward. This strategy may be adjusted over time to adapt to economic or market conditions, while keeping in mind what you want to accomplish. Since your own situation may also change, we’ll get together with you regularly and update your plan as needed.

The better informed you are, the more value you can add to this process. That’s why we’ll help keep you informed on financial viewpoints, ideas, and updates through our recommended reading and daily radio show, Let’s Talk Money.

At Evergreen Advisors, you’re not just a client. You’re a partner in success.