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Investment Philosophy

Evolve Wealth Advisors adheres to its clients’ investment objectives based on their goals. With this commitment in mind, our team will create an investment portfolio especially tailored to meet each client’s objectives. In doing so, our team will draw on its extensive knowledge of investment opportunities and its many years of experience in equities, fixed income and alternative assets.


For clients who seek active management, our team draws on decades of experience managing discretionary portfolios by deploying an equity investment philosophy known as GARP – “growth at a reasonable price.”


Utilizing this approach, we identify companies with capable manage-ment teams, durable business models, a high degree of visibility and an ability to compound earnings over time. We seek to purchase those companies’ publicly traded securities at a discount to intrinsic value and sell when they exceed fair value relative to the opportunity set.

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