Asset Manager

Updated:

EverGreen Capital Management

EverGreen Capital Management Omaha - 402-392-1220. Fee-Only Financial Advisory firm founded in 1989, provides financial planning, expert retirement planning...

EverGreen Capital Management logo

EverGreen Capital Management

EverGreen Capital Management Omaha - 402-392-1220. Fee-Only Financial Advisory firm founded in 1989, provides financial planning, expert retirement planning and wealth preservation strategies.

General information

Firm type

Asset Manager

Year founded

1989

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

Wealth ManagementRetirement Planning

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.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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