Investment Management



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Achieving financial success is a complex and confusing process to even the most experienced investor, one that requires a significant amount of time, knowledge and resources. Many investors demand a different investment approach, one that will elevate their portfolio beyond one-dimensional product strategies and leverages the expertise of highly skilled investment managers.  

Our firm offers just this kind of approach. Our services are designed to help protect and increase your wealth through attentive, personalized service.

What distinguishes our program is its personal emphasis. It is built around you - your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. It is not a get-rich-quick strategy or a "hot-tip" investment product. Instead, we employ a disciplined process that sophisticated institutional investors have followed for decades in managing their investments. Evergreen Management has made a major commitment to helping clients achieve their financial goals.

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Securities and Investment Advisory Services offered through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, member FINRA/SIPC. Evergreen Consulting, Inc. is independently owned and operated.


Evergreen Consulting, Inc. is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.