eVest: your #1 Investment & Wealth Management corporation

Our expertise in all wealth management disciplines is grounded in experience.

Driven by passion

Our expertise in all wealth management disciplines is grounded in experience. We have successfully guided clients through times of prosperity and uncertainty. Our planning and attention to detail, technological innovation and integration of multi-skilled services allows us to meet our clients’ future needs.

Our Family Office offers industry-leading resources and expertise for wealthy families and their charitable interests.
We specialize in meeting the investment, banking and wealth management needs of our clients.
We offer a full range of investment, custody, reporting and specialized services tailored specifically to the needs of the client.
Whether partnering with our client’s other advisers or other institutions we offer solutions and a collaborative approach.
We offer comprehensive investment management and donor support to our clients’ philanthropic programs.

Meeting our clients’ needs across market cycles

Investment Management

  • Asset Management
  • Objective-Driven Investing
  • Strategic Asset Allocation

Wealth & Estate Planning

  • Fiduciary Services
  • Wealth Protection
  • Philanthropy
  • Estate Settlement

Asset Servicing & Information Management

  • Global Custody
  • Global Reporting
  • Performance Analysis
  • Accounting

S&P500
2502.22
+1.62
+0.06%
NASDAQ
6426.922
+4.229
+0.066%
NYSE
12151.795
+18.175
+0.1498%
MMM
210.76
+0.32
+0.15%
AXP
88.4
-0.02
-0.02%
T
38.59
+0.37
+0.97%
BA
256.45
+0.41
+0.16%
CAT
124.43
-0.36
-0.29%
CVX
117.29
+0.82
+0.70%
CSCO
33.37
+0.67
+2.05%
KO
45.49
+0.09
+0.20%
DD
83.93
0.00
0.00%
XOM
79.92
+0.03
+0.04%
GE
24.87
+0.12
+0.48%
GS
231.03
-0.26
-0.11%
HD
159.97
+0.78
+0.49%
INTC
37.18
-0.02
-0.05%
IBM
145.13
-0.13
-0.09%
JNJ
131.39
-0.36
-0.27%
JPM
94.83
-0.2
-0.21%
MCD
158.91
-0.12
-0.08%
MRK
65.13
-0.47
-0.72%
MSFT
74.41
+0.2
+0.27%
NKE
53.24
+0.05
+0.09%
PFE
35.96
-0.01
-0.03%
PG
92.24
-0.4
-0.43%
TRV
122.04
+0.55
+0.45%
UNH
193.03
-2.18
-1.12%
UTX
115.01
+0.51
+0.45%
VZ
49.9
+0.96
+1.96%
V
105.56
+0.25
+0.24%
WMT
79.53
-0.48
-0.60%
DIS
98.6
-0.29
-0.29%
S&P500
2502.22
+1.62
+0.06%
NASDAQ
6426.922
+4.229
+0.066%
NYSE
12151.795
+18.175
+0.1498%
MMM
210.76
+0.32
+0.15%
AXP
88.4
-0.02
-0.02%
T
38.59
+0.37
+0.97%
BA
256.45
+0.41
+0.16%
CAT
124.43
-0.36
-0.29%
CVX
117.29
+0.82
+0.70%
CSCO
33.37
+0.67
+2.05%
KO
45.49
+0.09
+0.20%
DD
83.93
0.00
0.00%
XOM
79.92
+0.03
+0.04%
GE
24.87
+0.12
+0.48%
GS
231.03
-0.26
-0.11%
HD
159.97
+0.78
+0.49%
INTC
37.18
-0.02
-0.05%
IBM
145.13
-0.13
-0.09%
JNJ
131.39
-0.36
-0.27%
JPM
94.83
-0.2
-0.21%
MCD
158.91
-0.12
-0.08%
MRK
65.13
-0.47
-0.72%
MSFT
74.41
+0.2
+0.27%
NKE
53.24
+0.05
+0.09%
PFE
35.96
-0.01
-0.03%
PG
92.24
-0.4
-0.43%
TRV
122.04
+0.55
+0.45%
UNH
193.03
-2.18
-1.12%
UTX
115.01
+0.51
+0.45%
VZ
49.9
+0.96
+1.96%
V
105.56
+0.25
+0.24%
WMT
79.53
-0.48
-0.60%
DIS
98.6
-0.29
-0.29%