Our Mission
To help investors adhere to a disciplined strategy that aims to build wealth while seeking to manage risk amidst varying investment climates.
Our Strategy
Our rules-based, or "systematic", investment approach was designed with the goal of capturing growth across a diverse set of investments while preserving wealth in cash when our rules determine that the prevailing trend has shifted to the downside.
Your Freedom
At Evan Capital, we define wealth through the scope of family, health, and the freedom to pursue life goals. Minimizing the unnecessary stress of time spent managing investments can also prevent emotional decisions that become counter-productive.
How We Work With You​​​
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Review your investment goals and risk profile. Choose whether our Growth Program or our Growth and Income Program meets your objective
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0.50% (per annum) Core program fee billed quarterly in advance. The fee is based on the market value of the account as of the end of the previous quarter.​
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A qualified custodian maintains client funds and securities in a separate account for each client under that client's name. The custodian will send account statements directly to you at least quarterly.
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Please refer to our ADV 2A (link below) for a full description of our fees and business practices.
Get to know us.
At Evan Capital, our leadership team combines over 25 years of experience in finance and healthcare to offer disciplined, evidence-based investment strategies. Founded by Dan Blum in 2015 and joined by Dr. Mike Mann in 2017, we focus on strategies designed to manage risk and preserve capital over market cycles, while seeking long-term growth through systematic, rules-based approaches. Our team is committed to providing transparent, client-focused services that align with your financial goals.
Please click below to learn more.