19925 Stevens Creek Blvd, Suite 100, Cupertino, CA 95014
Mon - Fri : 09:00 - 17:00
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408-502-6015
Mon - Fri : 09:00 - 17:00
In Partnership with
Ameritrade Institutional
AQR
BAM
Dimensional
eMoney Advisor
NAPFA
TIAA CREF

Here at Everest Management Corp.

We help our clients with an unbiased, objective and low-cost wealth managment service that includes asset management, retirement planning, college savings and 401k guidance.
Wealth Management
01

Wealth Management

Services intended for individuals, families and trusts, who need help managing assets

Retirement Planning
02

Retirement Planning

Services intended for individuals and families who need help to plan for their retirement

Education Planning
03

Education Planning

Services intended for families that require assistance in planning College Education funding goals for their children

Investment Philosophy

‘Passive Management’ is the holy grail to maximizing portfolio returns at ‘Household Level’

•  Avoids strategies constantly trying to beat the market such as stock picking and market timing.

•  Eliminates second guessing investment choices – which allows committing entire household capital.

•  Focus on low-cost, tax-efficient products, adds to wealth over long period of time.

•  Focus on 5 dimensions of returns- market, value, size, momentum, profitability

•  Allows staying committed to an investment strategy during up and down markets – Compounding of returns is the investor’s best friend.

Fiduciary Focus

•  Integrity and Ethics is cornerstone

•  Fee-Only Compensation

•  No Conflict of Interest

Evidence Based

•  Passive Management

•  Focus on diversification and risk reduction

•  Cloud based Platform for Management and Planning

Service Orientation

•  Highly responsive

•  Easily accessible

•  Educative approach

Request a Free Consultation

Commitment, Trust and Knowledge is what you can expect working with us




Proud Members

Ameritrade Institutional
AQR
BAM
Dimensional
eMoney Advisor
NAPFA
TIAA CREF