Philosophy

At Evasant, we pursue a client's long-term goals while always remaining mindful of risk by using diversification and the careful selection of individual securities, which is supported by detailed research and a close look at analytics.

Our approach is based on:

• Custom Strategies

  Before making investment decisions, we ensure we have a clear understanding of the client's situation by reviewing their previous investment experience, short-term financial needs, time horizon, and tolerance to risk, which then enables us to find the best strategy to achieve their goals.

• Open Architecture

  By not being tied to a parent financial institution, we can search worldwide for products and services that best suit the client's investment goals. Our independence means we are free to approach and utilize external specialists when it is most appropriate and not be limited to the products of only one company.

• Investing Discipline

  By using a disciplined approach that analyzes general, broader economic information with detailed micro-level research, we eliminate emotional decision-making.

• Expertise

  We invest in asset classes where we have the experience and the expertise needed to better predict results.

• Independent Viewpoint

  We go against conventional wisdom to take advantage of market inefficiencies, maximize returns on undervalued assets, or take advantage of long-term trends that might not be in line with the current market opinion.

• Diversification

  Diversification is an excellent tool to dilute risk and spread capital investments across several markets, countries, or asset classes.

• Returns

  We focus on generating tangible, absolute returns rather than measuring performance against traditional benchmarks.

• Reviews

  Continuously reviewing performance helps us remain on track to deliver forecast risk-adjusted returns.

Evasant helps clients safely participate in the financial markets by delivering custom, strategic solutions that are aligned with a holistic wealth plan to grow and protect clients' long-term wealth and financial security.