Investing and Financial Planning

Evansbrook Capital Management offers comprehensive investment and financial planning for cash flow needs. We work alongside you, and when desired, your tax and estate planning professionals. Together we formulate a plan tailored to your individualized investment, income, growth, and gifting needs using tax advantageous equities, bonds, options and exchange traded funds.

Experienced Bond Desk

Other firms use bond funds and externally managed fixed income portfolios. We participate in the primary and secondary markets to obtain individual municipal, corporate and treasury bonds that we can ladder out and control reinvestment. It is more research on the front end, but our clients enjoy more predictable income streams and return of principal.

Trust and Estate Planning

We believe in controlling the unforeseen as much as possible with a plan to preserve the assets you worked so hard to build. We oversee the efficient transfer of wealth to future generations while safeguarding your wishes and ensuring your family’s privacy.

As a firm we strive to do more than just manage assets. Evansbrook is familiar with various complex estate plans used to minimize taxes, resolve administrative problems, and provide for seamless distribution whether for the next generation or to predetermined charitable giving.

Fully Integrated Banking and Cash Management Services

Through our relationship with Schwab, we offer comprehensive banking services for both businesses and individuals. This includes, but is not limited to, electronic fund transfers and wires, liquid money market funds and FDIC insured deposit funds with competitive yields, check writing privileges, intraday cash transfers between investment accounts and trading on margin.

Benefits Consultation and Sourcing

Evansbrook offers insurance solutions and corporate benefits to firms and individuals, including retirement plans and profit sharing. We strive to provide cost-saving solutions and protection where you need it. We review current policies and can obtain additional coverage for our clients, as needed.