Financial Times Top 300: FINANCIAL TIMES TOP 300
The rating of Top 300 in the FT 300 is based on several factors set by the Financial Times which they list as; AUM, AUM growth rate, Companies’ years in existence, compliance record (evidence of past client disputes), industry certifications (CFA, CFP, etc), and online accessibility. According to the financial times, AUM accounted for an average of 70 to 75 percent of each adviser’s score, three-year asset growth accounted for an average of 15 percent. Additionally, the FT caps the number of advisory companies from any one state, based roughly on the distribution of millionaires across the US. The FT presents the Top 300 is presenting an elite group, not a competitive ranking of one to 300. 740 RIAs applied, and 300 made the ranking list. Evergreen Gavekal was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. The survey was conducted by Financial Times, and Evergreen did not pay a fee to participate.
Forbes Next-Gen: The rating of 2020 Next-Gen Wealth Advisor is based off several factors set by the Forbes and SHOOK Research. Forbes states The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. There were 32,000 nominations received, based on thresholds set by Forbes and SHOOK. Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. Follow the below link for more information on the methodology and list. https://www.forbes.com/sites/rjshook/2020/07/22/2020-top-next-gen-wealth-advisors-methodology/?sh=650e2c5a4518
Forbes Best in State: Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. No fee was paid by Evergreen, or Jeff Eulberg to be part of this list. Data provided by SHOOK® Research, LLC. Data as of 12/31/21. Source: Forbes.com(July, 2022). Jeff Eulberg was not the top-ranked advisor in this ranking. The rating may not be representative of a client’s experience with Evergreen. This rating is not indicative of future performance. There were 34,925 nominations received, based on thresholds set by Forbes and SHOOK. Follow the below link for more information on the methodology and list. https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=7936e8be7fee
INVESTMENT NEWS
InvestmentNews qualified 2,172 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2018. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after Jan. 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.
Source: InvestmentNews Data. Visit data.InvestmentNews.com/ria for more-complete profiles and financials. Contact the InvestmentNews data team at IN-data@investmentnews.com for more information.
THE PUGET SOUND BUSINESS JOURNAL - LARGEST WEALTH MANAGEMENT FIRMS
The Puget Sound Business Journal 2022 Eastside Fastest Growing Companies List includes privately held companies headquartered on the Eastside. The companies needed to have 2019 revenue earnings of at least $500,000. The ranking is based on two-year revenue growth, i.e. from 2019 to 2021. The larger the percentage revenue growth, the higher a company higher landed on the List. Companies must apply to be considered for the list. The information was obtained from surveys and questionnaires sent to individual firm representatives. While surveys specific to the Fastest-Growing Companies List were sent out, some companies' revenue information was pulled from other relevant list surveys. Some companies choose not to participate in this list even after disclosing their financial data. Evergreen Gavekal was not the top-ranked advisor or company in this list. This rating is not indicative of future performance. The rating is not representative of a client’s experience with Evergreen. The survey was conducted by Puget Sound Business Journal and Evergreen did not pay a fee participate.
TAX SERVICES
Tax services are provided by Evergreen Sterling Kuder. Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.
RIA
Registration with the SEC does not imply any certain level of skill or training.
GENERAL DISCLOSURE
Any projections, targets, or estimates in this website are forward-looking statements and are based on Evergreen Capital Management's (ECM) research, analysis, and assumptions made by the Adviser. Due to rapidly changing market conditions and the complexity of investment decisions, supplemental information and other sources may be required to make informed investment decisions based on your individual investment objectives and suitability specifications. All expressions of opinions are subject to change without notice. Due to various risks and uncertainties, actual events, results or the actual performance of the Adviser's proposed portfolio allocation may differ materially from those reflected or contemplated in such forward-looking statements. There is no guarantee that projected returns or risk assumptions will be realized or that an investment strategy will be successful. All investing involves a risk of loss that the client must be prepared to bear.
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