Evergreen Consultants, a provider of bespoke investment solutions to advisory groups and small institutions, said it has recently expanded its client base to include a number of well-established financial advisory firms across the country.
Brett Baker, director of Evergreen, said the firm’s three new clients include two which it will manage separately managed accounts with on Macquarie Wrap, being Scholten Collins McKissock in Melbourne and Fortunity on the Central Coast.
The firm is also working with a standalone managed discretionary account platform, Wealth02, with another new client, Giles Wade from Melbourne.
“We’ve experienced strong growth since we started the business nearly three years ago. The team has expanded in Sydney and we are close to having permanent staff in Melbourne, which can only help service our clients better,” Baker said.
“It’s all about the clients for us, always has been, and I think that combined with our independence and non-conflicted business structure we have really hit a chord with independent financial advisory businesses and the small to medium-sized dealer groups.
“We also pleased that my co-founder, Angela Ashton, has also recently been honoured with the Women in Financial Services Award for Investment Professional of the Year. The future is looking very bright, and we are very excited for 2019 and beyond.”