Jeff Dicks

Managing Director, Investments, Partner at Evergreen GaveKal - Bellevue, WA, US

Jeff Dicks's Colleagues at Evergreen GaveKal
Kaeli Kaainoa

Marketing Coordinator

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Tom Eulberg

Senior Operations Manager

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Katie Vercio

Senior Financial Planner

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Andrew Hickey

Research Analyst

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Adam Hay

Director of Content / Brand

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David Hay

Chief Investment Officer/Principal

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Aleisha Hellinger

Graphic Designer | Marketing Assistant

Contact Aleisha Hellinger

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Jeff Dicks's Contact Details
Email (Verified)
***@evergreengavekal.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
425-467-4600
Location
Bellevue, Washington
Company
Evergreen GaveKal
Jeff Dicks's Company Details
Evergreen GaveKal logo, Evergreen GaveKal contact details

Evergreen GaveKal

Bellevue, WA, US • 20 - 49 Employees
Financial Services

Evergreen Gavekal is an independent registered investment advisor (RIA) serving high-net-worth individuals, families, and endowments.INTEGRATED WEALTH PLANNING: Combining financial planning and custom portfolio management helps clients more effectively meet their financial goals.DYNAMIC INVESTMENT STRATEGIES: We don't just rebalance you, we seize market opportunities.ADVANCED DATA ANALYTICS: Our process allows us to analyze and measure changes in investor behavior.PROPRIETARY INSTITUTIONAL RESEARCH: Clients benefit from access to one of the industry's leading institutional research providers, used by prominent financial institutions in the world.EXPERIENCED WEALTH MANAGEMENT: Our sole pursuit is to act in the best interest of our clients. We invest capital based on the application of fundamental research, evidence-based principles, and risk management. We also believe in an integrated approach to wealth management.https://www.evergreengavekal.com/about

Wealth Management Financial Planning Retirement Planning College Planning Asset Management Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Jeff Dicks
Jeff Dicks currently works for Evergreen GaveKal.
Jeff Dicks's role at Evergreen GaveKal is Managing Director, Investments, Partner.
Jeff Dicks's email address is ***@evergreengavekal.com. To view Jeff Dicks's full email address, please signup to ConnectPlex.
Jeff Dicks works in the Financial Services industry.
Jeff Dicks's colleagues at Evergreen GaveKal are Kaeli Kaainoa, Tom Eulberg, Katie Vercio, Andrew Hickey, Adam Hay, David Hay, Aleisha Hellinger and others.
Jeff Dicks's phone number is 425-467-4600
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