For advisors who retain responsibility for portfolio construction and investment decisions, EverSource provides the structure and operational support needed to implement those decisions consistently across client accounts. The focus is on helping advisors translate investment conviction into disciplined, repeatable models rather than ad hoc portfolio management.

Support includes model clarification and documentation, access to EverSource’s research-covered Select List of strategies, delegated trading and rebalancing, and guidance on using the Black Diamond platform effectively. Advisors maintain investment authority while benefiting from institutional-grade tools, execution, and reporting.

EverSource offers professionally managed model portfolios for advisors who prefer to delegate ongoing portfolio management while remaining focused on planning, client relationships, and practice growth. These models are constructed and monitored by the EverSource investment team using a disciplined, risk-aware process.

Model offerings include secular, faith-based, and multi-asset strategies, including models that incorporate private investments through a model-based delivery structure. Advisors retain discretion over model selection and client suitability, while EverSource manages implementation, monitoring, and ongoing portfolio adjustments.

EverSource supports public market investing across equities, fixed income, and marketable alternatives, with an emphasis on aligning strategy selection to market structure and client objectives. Our approach recognizes that market efficiency varies by asset class and geography, informing the use of passive, systematic, and selective active strategies.

Advisors can access guidance on strategic asset allocation, portfolio construction, and manager selection, along with ongoing monitoring and reporting. Public market strategies may be implemented within advisor-directed portfolios, firm-managed models, or customized client solutions.

EverSource provides access to private market strategies where appropriate, with a focus on disciplined integration rather than opportunistic exposure. Private investments are evaluated based on manager quality, structural alignment, liquidity considerations, and their role within a broader portfolio.

Capabilities span private equity, private credit, real estate, and real assets, including both secular and faith-aligned strategies. Private investments may be accessed through firm-managed models, advisor-directed portfolios, or custom client allocations, depending on client size, objectives, and complexity.

For advisors serving clients with higher tax sensitivity or customization needs, EverSource supports managed account solutions designed to deliver personalization at scale. These solutions allow advisors to move beyond pooled vehicles while maintaining disciplined portfolio construction.

Capabilities include direct indexing, unified managed accounts (UMAs), values-based screens, corporate engagement and proxy voting, tax-loss harvesting, and concentrated position management. These tools can be used independently or combined to address specific client constraints while preserving overall portfolio integrity.

Faith-aligned investing is supported across both public and private markets for advisors and clients who wish to integrate values into portfolio construction. EverSource approaches faith alignment as a spectrum, recognizing that clients differ in how explicitly they wish to express values through investment decisions.

Options may include values-based screening, faith-aligned ETFs, private funds with explicit mission orientation, and corporate engagement strategies. Advisors determine how and when these tools are applied, allowing faith considerations to be integrated thoughtfully without requiring a single prescribed approach.

For larger, more complex clients, EverSource offers OCIO-style investment advisory services focused on governance, oversight, and portfolio management at an institutional level. These engagements are designed to support families, institutions, and multi-entity structures requiring a higher degree of coordination and reporting.

Services may include asset allocation guidance, manager selection and monitoring, portfolio oversight, and customized reporting. OCIO engagements are structured based on client-specific needs and are typically delivered in close collaboration with the advisor.