Investment Management

Our Ongoing Financial Planning and Investment Advisory service is generally available for clients with greater than $500,000 of investible assets and combines ongoing investment management with the management of the client’s overall financial plan. It is custom tailored to each client based on their unique circumstances and needs.

Based on Nobel Prize-winning research, we offer a comprehensive and personalized approach to investment management aligned with a client’s appetite and need for risk with regards to their financial goals. By educating clients, we can help them act on intellect instead of emotion and maintain discipline through market cycles.*

Evolution Advisers takes the Fee-Only concept even further, offering integrated financial planning and investment advice to clients on a flat fee basis. A flat annual fee for all of our services means you know exactly what you will pay us each year. Our clients find this is very convenient.

The flat fee is determined by our Flat Fee Schedule, but may be adjusted for clients that have more complex planning needs. Review the Schedule Here.

* Portfolio construction and management is largely based on the contributions of Nobel Laureates William Sharpe, Eugene Fama and Harry Markowitz.

Gene Fama https://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/2013/fama-facts.html

Harry Markowitz https://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/1990/markowitz-facts.html

Bill Sharpe https://www.nobelprize.org/nobel_prizes/economic-sciences/laureates/1990/sharpe-facts.html