Families & Individuals 
We help manage your entire financial life as you navigate change and set goals for generations to come.
Families & Individuals
We’ve charted our own course to help you find yours.
We are entrepreneurs and experienced investors who founded Evoke to help you navigate financial decisions today and for future generations.
Our StoryFIND YOUR SOLUTION
Families & Individuals
Founders & Entrepreneurs
From founding to sale, we guide you through the transition from business owner to investor.
Founders & EntrepreneursInstitutional Investors
We seek to access unique investments and create innovative structures to benefit our clients.
Institutional Investors
Right-sized for investing right.
Our scale unlocks access to institutional pricing and opportunities. Our niche size allows us to customize portfolios to meet client needs.
Our ApproachBig Firms
- Less transparent fee structure
- Product sales focus
- Standard/model portfolios
- Fee transparency
- Innovation focus
- Custom strategies and portfolios
Small Firms
- Less efficient fee structure
- Key person dependency
- Fewer investment strategies
Big Firms
- Less transparent fee structure
- Product sales focus
- Standard/model portfolios
Evoke
- Fee transparency
- Innovation focus
- Custom strategies and portfolios
Small Firms
- Less efficient fee structure
- Key person dependency
- Fewer investment strategies
Integration. Innovation. Customization.
Through our thoughtful and innovative approach, we aim to become part of your trusted team. Every solution, every opportunity will evolve alongside your current needs and your legacy. We offer a full range of services to provide comprehensive client solutions.
Investment Advice
Family Office Services
Financial Planning
Trust & Estate Planning
Tax Strategy & Accounting
Business Pre-Sale Strategy
Providing unique market insights and challenging conventional wisdom to help clients make smarter financial decisions.
Explore All
November 2024
Evoke Perspectives on the Election
October 2024
Evoke Advisors Acquires Crescent Bay Advisors to Create Comprehensive RIA and In-House Family Office Firm
October 2024
What The Bear Market In Diversification Means For Investors
October 2024
Evoke Advisors Ranked #1 on “America’s Top RIA Firms”
September 2024 | Barron's
Not Too Big, Not Too Small: Why This RIA Says It’s Just the Right Size to Tap Investment Opportunities
July 2024
Dan Ivascyn and Alex Shahidi Interview
July 2024
Karen Karniol-Tambour and Alex Shahidi Interview
June 2024
Martín Escobari and Alex Shahidi Interview
April 2024
Glenn August and Alex Shahidi Interview
March 2024 | InvestmentNews
Shaking Up The 60/40 Portfolio
January 2024
Brian Higgins and Alex Shahidi Interview
August 2023
The Ups And Downs Of The S&P 500
March 2023
The 60/40 Portfolio Is Not Dead; It’s Just Not Well-Balanced
