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EverGreen Capital Management
Michael L. Green launched EverGreen Capital Management in 1989, building the Omaha-based practice around an entrepreneur's conviction that financial...
EverGreen Capital Management
Michael L. Green launched EverGreen Capital Management in 1989, building the Omaha-based practice around an entrepreneur's conviction that financial advice should be unbundled from commission-driven sales. The firm has remained an independent, founder-led registered investment advisor ever since, positioning itself as a fiduciary for clients primarily in the Nebraska and greater Midwest corridor. The firm's investment posture is anchored in customized portfolio management, typically constructing multi-asset-class allocations across equities, fixed income, and cash-equivalent instruments tailored to individual retirement and estate-planning objectives. Its service model leans heavily on wealth preservation and decumulation planning, an emphasis that aligns with a client base navigating the distribution phase of their financial lives. EverGreen does not market pooled vehicles, private-fund offerings, or direct co-investment programs; its published materials describe a planning-centric process that integrates tax analysis and intergenerational transfer design into the asset-management mandate. Green acts as President and Chief Investment Officer, and the firm's materials reference a team of Wealth Advisors operating under his leadership from a single location in Omaha. No separate institutional division, philanthropic foundation, or membership in an ultra-high-net-worth peer network such as Tiger 21 or R360 is disclosed. In May 2025, the firm's digital footprint reinforced its original posture: a fee-only, relationship-driven advisory that continues to solicit engagements through complimentary second-opinion consultations — a long-standing practice that serves as the primary client-acquisition channel. EverGreen's structural distinction is the depth of its owner-operated independence in a consolidating industry. Green has not sold an equity stake, merged with an aggregator, or delegated investment discretion to an external platform. For an allocator or peer family office, that architecture means the person designing the portfolio is the same person whose name is on the door — an increasingly rare configuration among US RIAs managing multigenerational wealth.
General information
Firm type
Asset Manager
Year founded
1989
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Principals
Michael L. Green
President, Founder, and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at EverGreen Capital Management?
Michael L. Green serves as the firm's President, Founder, and Chief Investment Officer, holding full discretion over investment decisions. According to the firm's website, he built the practice from launch in 1989 and continues to lead both advisory relationships and portfolio construction. No external investment committee or sub-advisor is disclosed.
Is EverGreen Capital Management a single-family office?
No. EverGreen operates as an independent registered investment advisor serving multiple external clients rather than managing capital for a single family. Its client base consists of individuals and families, primarily in the Midwest, who engage the firm for retirement planning and wealth-preservation strategies.
How does EverGreen charge for its services?
The firm identifies itself as fee-only, a model that prohibits commissions and transactional compensation and requires fiduciary registration. This structure means clients pay directly for advice — typically through an asset-based advisory fee — aligning EverGreen's revenue with portfolio outcomes rather than product sales.
Does EverGreen Capital Management offer pooled investment funds or private investments?
There is no disclosed evidence that the firm manages pooled vehicles, sponsors private-equity funds, or facilitates direct co-investments. Its published service set centers on customized portfolio management using public-market securities, tax-aware planning, and estate-transfer guidance, suggesting a traditional wealth-management mandate rather than alternative-asset origination.
What is EverGreen's known posture on co-investments alongside external GPs?
EverGreen does not publicize any co-investment program, GP-stake relationship, or access to institutional private placements. The firm's materials maintain a focus on direct client advisory and portfolio management, with no indication that it aggregates client capital for opportunistic co-investing or fund commitments.
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