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Learn more our about Evestia solutions, and how we help advisors tailor strategies to their clients' unique needs.

See below


Elevate Your Advisory Practice with Custom Stock SMA's

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Answer a few key questions to help us craft a strategy aligned with your preferred investing style and objectives. Once your goals are clear, we'll create and execute the strategy on your behalf, allowing you more time to focus on meeting with clients.

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Evestia's research process is grounded in a systematic approach that draws on decades of industry knowledge and empirical evidence. We employ robust quantitative analysis to identify and utilize factors that have consistently demonstrated the ability to reduce risk and enhance returns.'

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We believe the market portfolio is inefficient and that active management has the potential to add value when grounded in research and applied in an unemotional, systematic, and cost-effective manner.

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You don’t need to break the bank to modernize your firm. Carson Partners receive industry-leading technology for their clients and enterprise softwares like MoneyGuide and Salesforce to help with planning and operations.

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