Everest Management Corp

Why us

At Everest, we employ a fiduciary wealth management model, prioritizing our clients’ interests above all else.

Ranga Srinivasan

Co-Founder and Principal

Ramprasad Satagopan

Co-Founder and Principal

Larry Swedroe

Investment Consultant

As an Investment Consultant, Larry advises Everest on portfolio construction and conducts due diligence on alternative investments. He recently retired from Buckingham Wealth Partners, where he spent 28 years as Head of Financial and Economic Research. Larry regularly reviews research published in leading peer-reviewed financial journals and has appeared on national television programs, including NBC, CNBC, CNN, and Bloomberg Personal Finance.

A prolific writer, Larry contributes regularly to outlets such as Morningstar and Wealth Management. He was among the first to publish a book explaining the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has also authored 17 other books, including “Think, Act, and Invest Like Warren Buffett” (2012).

Our Pillars

Fiduciary Responsibility

We operate as fiduciaries, putting our clients’ interests first. Our compensation is directly from our clients, ensuring unbiased advice and recommendations. We do not accept commissions or kickbacks from third parties.

Hyper Personalization

We prioritize responsiveness and deep client relationships. By understanding each family’s unique needs, we provide unprecedented levels of personalization across all financial matters, including investments, asset protection, estate planning, corporate benefits, and liquidity management.

Proprietary Software Platform

Utilizing our proprietary software platform, we comprehensively analyze household assets across all account types and optimize them for risk, taxes, and costs. Our advanced techniques, including Rebalancing, Tax Loss Harvesting, and Asset Location, maximize wealth over time.

Pillars works in harmony to grow household wealth

Is Everest a fit for you

At Everest, we employ a fiduciary wealth management model, prioritizing our clients’ interests above all else.

You are

A busy professional who has achieved career success

You have

More then $2M in investable assets, with financial and tax complexities

You want

To delegate to a skilled professional to grow your household wealth