Evergreen Wealth
investing for a lifetime
1 An historical study by Vanguard shows a 30%+ increase each year in after-tax return when tax loss harvesting is utilized on a diversified portfolio of large-cap stocks, assuming the investor is a single taxpayer in California with a $195,000 taxable income and a blended marginal capital gains tax rate of 30%. Past performance may not be indicative of future results.
2 This compares the hypothetical after-tax return from (1) an all-stock ETF or mutual fund versus (2) a tax-managed portfolio of individual stocks that are similar to the stocks in that fund. Tax loss harvesting (TLH) techniques are applied to the portfolio, which have been shown to reduce the taxes on a stock portfolio thus producing a higher after-tax return from a similar pre-tax return. The fund’s return is calculated after its expense ratio and the portfolio’s return assumes no trading commissions or advisory fees
2 This compares the hypothetical after-tax return from (1) an all-stock ETF or mutual fund versus (2) a tax-managed portfolio of individual stocks that are similar to the stocks in that fund. Tax loss harvesting (TLH) techniques are applied to the portfolio, which have been shown to reduce the taxes on a stock portfolio thus producing a higher after-tax return from a similar pre-tax return. The fund’s return is calculated after its expense ratio and the portfolio’s return assumes no trading commissions or advisory fees
How do Evergreen portfolios work?
Allocation
First, we balance risk and return to create an asset allocation that’s right for you.
Index
Second, we select or design a custom index as the baseline for your personal portfolio.
Customize
Third, we fine tune your portfolio with over 25 optional personalizations like sector caps, position limits, and values based investing parameters.
Tax Saving
Fourth, we can reduce your taxes with tax loss harvesting, asset location, and more.
Advisor driven. AI powered.
We merge financial advice with artificial intelligence and deliver it through your advisor
Simply the best way to invest
After 35 years building financial technology, I believe this is the best way to invest for after-tax return. We combine time-tested investment principles with advanced tax strategies to grow and protect your wealth.
Evergreen founder Bill Harris is former CEO of PayPal and Intuit. Bill founded Personal Capital, an investment firm that grew from zero to $23 billion in client assets.
If you’ve got a million dollar portfolio
(or if you’re on your way), we can help build your wealth.
Call 800-234-5678
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Frequently asked questions about Evergreen Wealth
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