We're dedicated to serving Alten Sakai & Co. clients and advancing financial literacy in our greater Portland community. Evergreen Financial Advisors, Inc. ("Evergreen") is a division of Multnomah Group, Inc. Multnomah Group, Inc. is an investment adviser registered with the Securities and Exchange Commission ("SEC").
Evergreen provides investment advisory services only where properly registered and only after a client has entered into an Investment Advisory Agreement confirming the terms of the engagement and has been provided a copy of Multnomah Group's disclosure documents.
Evergreen provides investment advisory services only where properly registered and only after a client has entered into an Investment Advisory Agreement confirming the terms of the engagement and has been provided a copy of Multnomah Group's disclosure documents.
Services
Our Evergreen Roots Run Deep: Evergreen's roots stretch to the 1950s, when our affiliated CPA firm Alten Sakai & Company was founded. To complement and strengthen Alten Sakai's tradition of forward-thinking client care, its partners launched Evergreen Financial as an independent Registered Investment Advisor firm in 2004, managed by Nelson Rutherford, CPA/PFS, CFP(R).
We are a Registered Investment Advisor firm, which means our exclusive offering is the seasoned financial advice we provide according to the highest standards of fiduciary care; our exclusive focus is your best interests. We have chosen this model deliberately, to distinguish us from big name brokers, bankers or insurance agents.
Our services distinguish us, our financial care defines us. It's not that difficult to find companies offering financial advice, investment management or tax planning. Stability: For individuals, families and trustees, we begin by establishing an infrastructure to ensure that you and your loved ones never run out of money in pursuit of your dreams.
Financial care that never quits is no stand-alone service that you shelve in a handy binder upon completion. It's a living process and lifelong relationship. Evaluating your unique opportunities and challenges, holdings and obligations, gaps and overlaps across your financial affairs. Planning, with a written Investment Policy Statement to document your personalized parameters and guide ongoing decisions in accordance with your goals.
Investment management should help you realize rather than cost you your dreams. By tending to three critical components of investment management, Evergreen helps you stay on course in the face of life's countless uncertainties.
The science of investing: For managing your money, we'll show you how to replace guesswork and emotion with evidence and reason, grounded in decades of academic inquiry on how the markets are expected to deliver wealth to patient, long-term investors.
The science of investing: For managing your money, we'll show you how to replace guesswork and emotion with evidence and reason, grounded in decades of academic inquiry on how the markets are expected to deliver wealth to patient, long-term investors.
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