Investing
At Evermay, we leverage our relationships to provide you with access to exceptional talent and investing opportunities not typically available to individual investors.
In addition to managing customized portfolios in-house, we provide entrée to elite small cap, international and emerging market equity managers. These industry-leading individuals are renowned for their consistent financial success and their funds have the track record to prove it. Some of the most talented and experienced managers we work with operate in the alternative sphere, and we are committed to performing the substantial due diligence necessary to incorporate these managers into your portfolio.
Many of our managers cater to institutional investors, and therefore require very large minimum investments. Through our relationship with our research partners, we have negotiated lower management fees and substantially lower investment minimums, enabling you to take advantage of exclusive, potentially rewarding opportunities you wouldn’t find elsewhere.
Lending
We work with several highly regarded financial partners who can assist you in the areas of banking and financing. We have successfully negotiated substantially lower rates for your asset-based lending needs. In the Washington, D.C. metropolitan area, we work closely with a local institution that provides outstanding traditional banking and lending services. We also are aligned with a mortgage company that provides a wide variety of options across multiple states for the financing of first and second homes.
Estate Planning and Philanthropy
Should you require assistance in structuring your estate plan, we can connect you with one of several prominent estate planning attorneys, as well as a leading philanthropic expert in the Washington, D.C. area.
Above and Beyond
We feel a strong sense of loyalty to your interests, and believe it is important to provide you with access to a full range of opportunities and services, even those outside the realm of our own extensive offerings.
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