Our Portfolio Management Services
Not-for-profit foundations
Private wealth clients
Self-managed Super Funds
Charitable Foundations
Corporates
We are committed to ensuring the quality of the principals that underpin our investments. We engage a team of experienced investment professionals with defined investment processes and robust analytical systems to construct our investment portfolios.
Value
Quality
Risk Management
Diversification
Evergreen Consultants
Evergreen Consultants are industry leaders in their field. With over 170 years of investment experience, Evergreen is now proudly recognised as one of the most prominent providers of investment consulting services in Australia. They are independently owned with no external institutional influences and are highly regarded by financial advisers, small institutions, platforms and fund managers alike.
Kofkin Bond & Co work on a contract basis with Evergreen to research, construct, monitor and report on our investment portfolios
Services
Investment Research
Evergreen undertakes extensive primary due diligence on over 200 funds and managers per annum for the purposes of fund and security selection.
Portfolio Construction
Evergreen work with us to understand our client’s objectives based on variables such as return, risk and cost. Together, we build portfolios of different asset classes, funds, and weightings, with the objective to take minimum risk and achieve maximum returns.
Monitor
The investment committee meet monthly to consider both short-term developments and medium-term trends in economics and markets. The purpose is to monitor the effectiveness of our medium to long term strategic and dynamic asset allocation approach.
Report
Evergreen has developed its own internal portfolio analytics which delivers both simple performance reporting and advanced analysis such as attribution analysis and stress-testing. Reporting is the key to understanding the performance of your portfolio and how performance has been influenced by internal and external forces.
Investment Committee
Angela Ashton
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Dr Peter Mavromatis
Max Mulholland-Licht
Lucy Claxton
Vaughan Smith
Tony Kofkin
Angela Ashton
Angela founded Evergreen in 2016 and is responsible for all investment activities at Evergreen. She has 30 years’ experience in financial services and has worked for firms such as QIC and van Eyk Research. Angela holds a Bachelor of Science, Bachelor of Economics, a Graduate Diploma in Applied Finance, Master of Commerce (Finance) and has completed the Certified Investment Management Analyst course. She is a Fellow of FINSIA. She is motivated by her desire to ensure that Evergreen’s client needs are met, and that the ultimate clients of the firm meet their financial goals.
Dr Peter Mavromatis
Mav is responsible for providing macro and financial market analysis and regular market commentary, along with contributions to expected returns, market valuations, portfolio construction and strategic asset allocation analysis. He is strongly motivated by delivering positive, tailored outcomes to suit each client's particular needs.
Mav has over 20 years of experience across the financial services industry. Prior to joining Evergreen in October 2018, Mav was Chief Investment Officer at Beulah Capital. His prior positions include Macro Strategist and Head of Research at Investorfirst Ltd and Senior Investment Analyst and General Manager – Equities Research at IWL Ltd (Commsec).
Mav was also Research Fellow at the Centre of Policy Studies, where he made key contributions to forecast validation of USAGE – a dynamic computable general equilibrium model of the US economy. In addition to a Doctor of Philosophy, Mav holds a Bachelor of Commerce with Honours and a Master of Economics with Honours and a number of industry level qualifications.
Max Mulholland-Licht
Max’s role at Evergreen is supporting the manager research function. Given Evergreen’s multi-faceted service offering, Max is focused primarily on the satisfaction of clients in the context of their unique needs and wants, understanding that these often change from business to business. Max has a Diploma of Business and is working towards further qualifications at the University of Technology, Sydney.
Lucy Claxton
Lucy is an Authorised Representative of Count Financial and a Financial Adviser at Kofkin Bond & Co. She has worked in the Financial Services industry since 2016 across various sectors, starting in the financial advice industry in 2020. She obtained her Graduate Diploma of Financial Planning from Kaplan Professional in March 2022 and is currently completing her Bachelor of Business with a major in Finance, due to be completed in 2023.
Vaughan Smith
Vaughan Smith is an Authorised Representative of Count Financial and a Financial Adviser at Kofkin Bond & Co. He has worked in the Financial Services industry since 2018. Vaughan has a Bachelor of Commerce with a Major in Finance completed in July 2020, and a Graduate Diploma of Financial Planning from Kaplan Professional, completed in May 2022.
Tony Kofkin
Tony is an Authorised Representative of Count Financial and Group CEO of Kofkin Bond & Co. He has over 30 years of experience providing quality financial advice to clients. He attained RG146 compliance from RMIT on 20 November 2003 and SMSF Accreditation from Kaplan 25 October 2015. He is passionate about serving clients with ideas to create wealth.
