Everest Investment Advisors, Inc was launched around one idea: to change the way you invest and deliver benefits that were once only available to the ultra wealthy and privileged. If you are like most investors who own mutual funds you may have no idea of what fees you are paying, what securities you own, or what returns you have realized since investing. Why should there be so much secrecy in such an important part of your financial security? Everest Investment Advisors believe there should be transparency and accountability.
Our clients have access to their accounts 24 hours a day where they can view current account holdings, transaction history, tax information, fees, and performance data.
Our Third Party Investment Managers meet daily, bringing competing viewpoints to the table and engaging in productive debate. This is where our ideas are generated, investment themes are developed, and investment strategies are executed.
This unique method of market reconnaissance helps us tune into the most critical conversations, screen out irrelevance, and make sense of what we hear.