Our team of entrepreneurs and experienced investors can help you navigate financial decisions today and for future generations.
Our comprehensive services at a glance.
Evoke Advisors is an SEC-registered investment advisor that seeks to provide objective, personalized advice. Managing over $25 Billion of AUM with a team of 90+ professionals, Evoke provides comprehensive advisory services including:
Financial Planning
Financial Planning
We help you financially prepare for what comes next, evolving our approach alongside you as your needs change over time.
Investment Management
Investment Management
Our research capabilities, scale, and reputation provide clients with access to a broad array of compelling investment opportunities.
Family Office Services
Family Office Services
Through our in-house team and third-party network, we provide comprehensive family office services.
Tax Planning & Preparation
Tax Planning & Preparation
We can coordinate with your existing tax advisor or deliver a fully integrated approach through our dedicated Tax Services team.
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How can we help?
We’re proud to be recognized for our service and achievements.
INVESTMENT APPROACH
Creative solutions to complex problems.
To help shield your portfolio from the unpredictability of the markets, we focus on truly diversified public and alternative assets with the potential to generate consistent returns at a lower risk of loss. We customize our allocations on the basis of your investment goals, income needs, and risk tolerance.
Asset Allocation
Asset Allocation
Diversify across a broad range of public and private investments
Alternative Investments
Alternative Investments
We seek to identify strategies that may produce attractive returns with a low correlation to public markets
Tax Optimization
Tax Optimization
Emphasize tax-efficient strategies for taxable clients
Portfolio Modeling
Portfolio Modeling
Advanced analytics to support strategic decisions
Innovative Solutions
Innovative Solutions
Create feeder vehicles for access and potentially better terms
