Building After-Tax Wealth for Ambitious Investors

Evergreen combines advanced tax strategy with unique, durable investments to help clients compound their net worth

Leadership

With over 20 years of experience as investors, we have a broad understanding of each asset class, and a large network of sponsors to provide you with access to institutional quality private investments.


Brad Johnson
Managing Partner & CIO
Brad is the Founder and Managing Partner of Evergreen. Brad is responsible for the firm and its investments. Brad has 20 years of experience investing in both traditional and alternative asset classes. Previously Brad has worked as a real estate private equity operator. Early in his career Brad worked at Wells Fargo's real estate investment bank (Eastdil Secured) and held various investment positions with private equity firms including TA Associates Realty and The Swig Company.

MBA (Finance) - MIT 
BS - Cal Poly San Luis Obispo
Ian Fisher
Operating Partner
Ian Fisher heads operations for the firm's real estate investment management platform. Ian is formerly a management consultant at the Seabury Group (the largest aviation‐focused global advisory firm, subsequently acquired by Accenture plc) and co‐founder of Golden Pacific Capital.Ian currently co-owns and operates 400+ single family rental homes in KansasCity and Indianapolis, partially through a joint venture partnership with a publicly-traded REIT.

BS - Yale University
Brett Johnson
Advisor & Minority Partner
Brett is a Vice President at a top-tier investment bank. Previously, Brett worked in a similar capacity for Bank of America Securities. Brett began his finance career with Deloitte.

BS - Cal Poly San Luis Obispo
CFA
Grayson Morris
Advisor & Investor

Grayson is the CEO of Performio. Grayson previously worked in sales and operations at Sunrun. Prior to that he worked at Horsley Bridge, a venture capital and private equity investment firm.

MBA. – Stanford University
MS – UC Berkeley
BS – Rice University


Administrative

Evergreen Capital is supported by a talented back-office team including roles in business development, marketing, accounting and investor relations.


Evergreen value

Who Does Evergreen Serve?

01
Individual Investors
Evergreen acts as your outsourced CIO (investment officer). We provide access to institutional quality, niche investments that typically offer above average income returns.
02
Institutions / Family Offices
Evergreen acts as your investment advisor. We provide access to niche investment strategies and tailored portfolios via separately managed accounts.
03
RIAs (Private Wealth Advisors)
Evergreen provides RIAs access and guidance to RIAs on alternative investments.
Evergreen investing

Access our Alternative Investments:

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