About the BABC

Evergreen Investments

Evergreen Investments is a premier asset management firm providing individual and institutional investors with a broad range of investment products and asset management solutions. On December 31, 2008, Evergreen's parent company, Wachovia, was acquired by Wells Fargo & Company, bringing together the collective investment management capabilities of Evergreen and the Wells Fargo Asset Management Group. This combination will offer clients access to:

  • A broadened spectrum of investment management capabilities across all asset classes;
  • A variety of investment vehicles and strategies - including mutual funds, separately managed accounts, and customized portfolios - to best suit clients' needs and objectives, time horizons, and/or risk tolerance;
  • Distinct, autonomous, and independent investment management teams whose primary focus is on maintaining the integrity of their investment processes and delivering value;
  • A history of service excellence, which has long been a cornerstone of both organizations;
  • A broader team of relationship managers and wholesaler support that provides a wealth of experience, knowledge, and commitment to comprehensive client support;
  • The support and infrastructure of a premier coast-to-coast financial services franchise.

Through the merger integration process with Wells Fargo Asset Management and beyond, we remain focused on delivering an array of investment strategies, solutions and products through multiple investment platforms across a wide range of asset classes. Evergreen professionals strive to meet client investment objectives through disciplined, team-based asset management. Throughout our 75-year history, we have successfully cultivated a client base of more than three million individual and institutional investors, providing targeted financial solutions.

FOR INDIVIDUAL INVESTORS - Evergreen Investments is noted for excellence in building diversified portfolios and identifying effective solutions that address the distinct requirements of each investor. From planning for retirement, to saving for education, to building long-term value, we believe we have just the right investment programs and products to help our clients attain their goals.

FOR FINANCIAL ADVISORS - Evergreen Investments works in partnership with financial advisors, giving them direct access to an array of investment solutions for their clients and supporting them with expertise, investment tools and advisor services. Together, we help clients reach their investment goals, every step of the way.

FOR INSTITUTIONAL INVESTORS - Evergreen Investments offers a broad range of solutions for corporations, foundations, endowments, public funds and Taft-Hartley plans, available through our multiple investment platforms.

Evergreen Investments

Evergreen Investments
Wachovia Corporation
3500 One Wachovia Center
301 S. College Street
Charlotte, NC 28202

www.evergreeninvestments.com