Jeff Otis's Contact Details

Jeff Otis's Company 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