Alternative Investments

Innovative Alternative Investment Funds

Why Alternative Investments

A compelling component of a long-term, diversified portfolio

For individuals who qualify to participate in alternative investment funds*, they offer investment opportunities outside of traditional equity or bond markets that are typically not accessible to individual investors. When used as a complement to traditional investments, they can be a valuable component of a long-term investment plan. Their low correlation with the stock and bond markets helps qualified investors further diversify their portfolio, which may enhance returns while lowering overall volatility.

Investment Sectors

Venture Capital

Financing provided to startups or small businesses with high growth potential, in exchange for equity or practical ownership.

Private Equity

Investment capital is raised to acquire and restructure companies, typically with the goal of improving the company’s value before selling for a profit.

Real Estate

Real estate investments aim to generate returns through rental income, property appreciation, or other developments.

Private Credit

Non-bank loans are provided to companies by private lenders, often for specialized financing needs, in exchange for interest payments and repayment terms.

The Evergreen Ventures Advantage

Offering opportunistically constructed private fund investments

Tailored Investment Objectives

Each of Evergreen Ventures’ funds are launched with a specific investment objective. Extensive research is conducted to gain insights on market trends, identify high-potential deals, and to fulfill due diligence requirements before making investment decisions. The launch of each fund is in response to what we believe is an opportune time in the marketplace.

Leverage Our Network

The relationships we have built in the Pacific Northwest region have been instrumental in the development of our robust alternative investment funds. Our connections in the influential region have led to access to exclusive opportunities, expert advice, and capital.

Access To Private Market Investments

The average retail investor has less than 5% of their assets in private market investments. Contrast this with the large professional investors—like pension funds and endowments—which have between 30-50% of their assets in private markets***. The funds we offer are available to investors who would not traditionally participate due to high minimums, lack of an investment network, and/or not meeting the requirements to invest independently.

*** Need a source

*Investing in alternative investments often requires you to be an accredited investor and/or a qualified purchaser.

Disclosure
Evergreen Sterling Kuder is a separate entity, which is majority owned by Evergreen Gavekal.

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