Private investors and families

Private Investors

Private investors & families

Financial planning services

Evallon Global Investment's independent financial advisory provides private investors and their families with a customized range of investment management and wealth planning solutions. Our specialists work in partnership with clients as together we work on building, preserving and transferring wealth to align with investor specific preferences and their day-to-day lifestyle needs.

Custom financial solutions

We understand that each client has different needs and their investment expectations are unique. In order to deliver an best-in-class investment experience we take the time to listen to each client as we gain an in depth perspective of how their finances are positioned in the present and where they expect to them to be in the future.

Become an Evallon Global Investment client

Become Our Client

What does being our client mean for you?
  • Our independent status
    Independence

    As an independently managed firm, we understand that
    the success of our firm is highly dependent on the success of our clients.

  • Best-in-class investment services
    Best-in-class

    We believe that the better we know you, the better we are placed to deliver a best-in-class
    investment experience that serves to exceed performance related and service standard expectations.

  • Proven investment performance
    Performance

    We continue to place emphasis on the improvement of our services as our professionals
    go above and beyond to ensure that Evallon Global Investment maintains it's status as a leading provider of choice.

Open Your Account

Becoming an Evallon client is as easy as it is rewarding. From the outset we focus on the needs
and aspirations of our clients as we seek to determine a number of investment objectives in
consideration of client specific circumstances and their appetite for risk.

Learn more