Evergreen Capital was founded in 1983, with the 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 sound fee-based money management with a highly personalized level of service. Since 2002, the firm has grown substantially, fostering long-standing and committed client relationships. In 2012, Evergreen Capital partnered with GaveKal Research, prompting a name change to Evergreen GaveKal. GaveKal is one of the world's leading independent providers of global investment research and offices in the US, Europe and China, headquartered in Hong Kong. Today, Evergreen GaveKal prides itself on offering clients an investment strategy that is both rational and effective. This strategy in 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. Evergreen GaveKal strives to offer clients superior returns over a full market cycle and maintain lasting client relationships by providing an exceptional level of personalized service.