In today's complex financial markets, successful investors develop specific strategies to achieve their goals, and they implement these strategies with discipline and patience, monitoring progress on a regular basis.
Our investment process begins with a thorough discussion of each clientís investment goals and attitudes toward risk, which enables us to formulate an investment strategy. Then our investment professionals create an investment portfolio tailored to meet each clientís specific objectives. Finally, each portfolio is monitored regularly and adjusted as necessary.
Evans Capital Management constructs and manages customized client investment portfolios utilizing various securities, including:
Portfolio management services are provided by ECM Advisors, Inc., a SEC-registered investment advisor and a wholly owned subsidiary of Evans Capital Management. For more detailed information about our portfolio management services, including costs, please contact our office. Our Registered Investment Advisorís Disclosure Brochure is available here.