Focused on elevating
your investing
At Evestia, we're driven by a belief that advisors deserve more than just conventional mutual funds and ETF's. That's why we're committed to offering institutional-grade Separately Managed Accounts (SMA's) and tailored trading solutions.
Moving Beyond Funds
1980
Mutual Funds
Past
72% RIA Adoption*
2000
ETF's
Present
68% RIA
Adoption*
2020
SMA's
Future
14% RIA
Adoption*
*NAPA: Advisors More Open to Active Management, August 3, 2022, Ted Godbout
*Source: Cerulli: Being A 'Fiduciary' Is No Longer Good Enough, July 20,2023, Jennifer Lea Reed (SMA adoption rate for independent RIA's)
We believe in empowering advisors to match their investment preferences with our SMA's, tailored to their unique style boxes.
By providing this level of customization, we enable advisors to better meet the needs and expectations of their clients, ultimately helping them stand out in a competitive marketplace. Join us in our journey to redefine wealth management and empower advisors to reach new heights of success.
We believe the market portfolio is inefficient, and performance can be enhanced further. Evestia active stock SMA's seek to reduce risk, to increase returns, or to achieve a combination of both.
We believe good active management must be grounded in research and applied in an unemotional, systematic, and cost effective manner.
