with the original purpose of providing investment advisory services to local cemetery endowments. In 2002, David Hay purchased majority ownership of Evergreen Capital, bringing with him extensive experience after more than 23 years in the financial services industry. Evergreen Capital’s primary motivation is to offer our clients fee-based money management with a highly personalized level of service.
OUR COMMITMENTSince 2002, our firm has grown substantially—fostering long-standing and committed client relationships. Today, Evergreen Capital prides itself on offering clients an investment strategy that is both rational and effective. This strategy is one that incorporates our investment committee’s deep understanding of both the Equity and Income markets, while remaining cognizant of cash flow needs and capital preservation. |
OUR MISSIONOur goal is to offer our clients superior returns over a full market cycle and maintain lasting client relationships by providing an exceptional level of personalized service. |