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Content
Library

Learn more our about Evestia solutions, and how we help advisors tailor strategies to their clients' unique needs.

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Library

Magnificent 7: Priced for Perfection

We believe the market portfolio is inefficient and that active management has the potential to add value when grounded in research and applied in an unemotional, systematic, and cost-effective manner.

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Evestia Systematic Process

Evestia's research process is grounded in a systematic approach that draws on decades of industry knowledge and empirical evidence. We employ robust quantitative analysis to identify and utilize factors that have consistently demonstrated the ability to reduce risk and enhance returns.'

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Custom Stock SMA Solutions

Answer a few key questions to help us craft a strategy aligned with your preferred investing style and objectives. Once your goals are clear, we'll create and execute the strategy on your behalf, allowing you more time to focus on meeting with clients.

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Enhance Your Advantage

Elevate Your Advisory Practice with Custom Stock SMA's

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Partnership

You don’t need to break the bank to modernize your firm. Carson Partners receive industry-leading technology for their clients and enterprise softwares like MoneyGuide and Salesforce to help with planning and operations.

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