Investment Management

Evans Capital Management is a fee-only independent Registered Investment Advisor. Our independence puts us in a unique position to understand you, your goals, and your situation to offer investment advice based on what is best for you. This means that we receive no compensation from any brokerage firm, mutual fund company, or money manager. We offer objective advice based solely on the goals, needs, and risk tolerance of our clients.

Client assets are always held by a third party custodian, such as Schwab Institutional. Schwab is the largest custodian of Registered Investment Advisor client assets in the U.S. and provides an unsurpassed level of safety, security and service.

Our investment style is tailored to specific client needs and risk temperament and we diversify portfolios across multiple asset classes to offer less risk.

All investing involves risk. We believe that it is our duty to understand your risk tolerance and be sure that our recommendations are consistent with your needs and objectives. We also believe that effective investment management involves consistent communication between the client and advisor. Our approach is one of long term investing, not speculation. Fees are charged based on assets under management. We believe this fee arrangement is the most transparent, most flexible and the least subject to conflict.

Please use the “Contact Us” information to the right of the page if you would like to discuss a no-obligation portfolio review.