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About Evergreen Consultants
Evergreen Consultants is a boutique investment consulting firm based in Sydney, established in 2015. The firm specializes in tailored asset consulting and managed account solutions, operating with a team of 23 professionals. Evergreen focuses on building collaborative partnerships with financial advisors, families, foundations, and not-for-profits to help clients achieve their financial and life goals through innovative strategies.
The firm offers a range of services, including managed accounts, independent investment consulting, and responsible investment strategies. They develop bespoke managed account solutions and provide asset allocation, manager research, and portfolio construction using proprietary quantitative tools. Evergreen also emphasizes responsible investment principles and creates specialized strategies for inflation-hedged portfolios and performance analysis in various markets.
Evergreen Consultants serves high-net-worth families and institutional clients, maintaining strong relationships and technical expertise in areas like manager selection and risk management. The firm is a member of several industry associations, including the Responsible Investment Association Australasia and the Financial Advice Association Australia. They also contribute to industry knowledge through research publications and whitepapers.
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