Investment Management

It Starts With Us...

It Starts With Us...

At Evangelista & Associates, we take a fiduciary approach to our investment management process. From the moment you join us for a "fit" meeting to the data gathering, solutions presentation and implementation, our team works together to incorporate your personal situation, stated goals, and feelings relating to investing.

And Ends With You

And Ends With You

Our investment management style allows our clients to focus on their careers and families with the goal of not having to worry about the day-to-day movement in the markets.