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DIGITAL WEALTH ADVISOR

Evergreen Money provides financial management to affluent investors
Strategic advice for serious investors
Evergreen Money is designed to serve individuals and families with complex
finances and substantial net worth – from hundreds of thousands to millions. We
advise on strategic financial decisions, manage your money, and safeguard your
lifetime resources.

Founded by financial technology veterans
For thirty years, Bill Harris has been at the intersection of investing, tax and
tech. He ran TurboTax, was CEO of PayPal, and founded Personal Capital, which
grew to a $25 billion investment firm. He founded Evergreen Money in early 2023,
accepting public clients in mid 2024.
Bill Harris @ LinkedIn

The bible of investment tax strategy
Taxes are the single most important driver of investment performance. A
disciplined tax strategy can save you thousands in taxes each year. The vital
concepts to unlock these savings are in the new edition of the Investment Tax
Guide.

Balancing risk and return
For five years, Bill worked with Harry Markowitz, the Nobel prize-winning father
of Modern Portfolio Theory, the methodology to maximize return while minimizing
volatility and risk. Evergreen employs advanced technology and precision
engineering to implement this approach with newfound discipline and rigor.

Custom construction of each portfolio
Evergreen constructs a unique portfolio of more than two hundred individual
securities tailored to meet your specific needs. Our portfolios are
custom-built, whereas older investment vehicles like mutual funds and ETFs —
cookie-cutter solutions where every investor gets the same portfolio — are no
longer the optimal approach to investing.

Evergreen Money Corporation is a financial technology company, not a bank.
Banking products are provided by Coastal Community Bank, Member FDIC, pursuant
to a license from Visa U.S.A. Inc. Deposits are insured up to $250,000 per
depositor. Investment advisory services are provided by Evergreen Money
Advisors, an SEC-registered investment advisor. Evergreen Money, Evergreen Money
Advisors, and Coastal Community Bank do not provide tax, legal, or accounting
advice. Information stated is not intended to provide nor should it be relied on
for tax, legal, or accounting advice. You should consult your own tax, legal,
and accounting advisors before engaging in transactions. INVESTMENTS IN T-BILLS
AND OTHER INVESTMENTS ARE NOT FDIC INSURED, NO BANK GUARANTEE, AND MAY LOSE
VALUE INCLUDING LOSS OF PRINCIPAL. Treasury services provided by Jiko
Securities, Inc., a registered broker-dealer, member FINRA and SIPC. The Jiko
bank account is offered by Jiko Bank, a division of Mid-Central National Bank.
Past performance is not indicative of future results. Jiko Group, Inc. and its
affiliates do not provide legal, tax, or accounting advice. You should consult
your legal and/or tax advisors before making any financial decisions. This
material is not intended as a recommendation, offer or solicitation for the
purchase or sale of any security or investment strategy. See FINRA BrokerCheck,
Jiko U.S. Treasuries Risk Disclosures, and Jiko Securities Inc. Form CRS.
Privacy CenterLegalAccount Terms & Conditions



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