Our Portfolio Management Services
Not-for-profit foundations
Private wealth clients
Self-managed Super Funds
Charitable Foundations
Corporates
We are committed to ensuring the quality of the principals that underpin our investments. We engage a team of experienced investment professionals with defined investment processes and robust analytical systems to construct our investment portfolios.
Value
Quality
Risk Management
Diversification
ESG
Environmental, Social, and Governance (ESG) investing is increasingly essential for aligning financial decisions with broader ethical and sustainable goals. By integrating ESG criteria into investment strategies, investors can contribute to positive social and environmental outcomes while potentially enhancing long-term financial performance. Companies with strong ESG practices are often better equipped to navigate challenges such as climate change, regulatory shifts, and labor rights issues, making ESG investing a powerful tool for managing risk.
Moreover, ESG-focused investing resonates with a growing number of stakeholders who seek investments that align with their values. Funds that monitor their impact against the UN Sustainable Development Goals (SDGs) can track key metrics like carbon emissions, diversity, and ethical governance, demonstrating a commitment to responsible investing. This approach not only supports sustainable practices but also fosters transparency and continuous improvement
In conclusion, ESG investing is a strategic choice that aligns financial growth with positive social and environmental impact, offering investors a way to manage risks while contributing to global sustainability objectives.
Download ESG BrochureEvergreen Consultants
Evergreen Consultants are industry leaders in their field. With over 170 years of investment experience, Evergreen is now proudly recognised as one of the most prominent providers of investment consulting services in Australia. They are independently owned with no external institutional influences and are highly regarded by financial advisers, small institutions, platforms and fund managers alike.
Kofkin Bond & Co work on a contract basis with Evergreen to research, construct, monitor and report on our investment portfolios
Services
Investment Research
Evergreen undertakes extensive primary due diligence on over 200 funds and managers per annum for the purposes of fund and security selection.
Portfolio Construction
Evergreen work with us to understand our client’s objectives based on variables such as return, risk and cost. Together, we build portfolios of different asset classes, funds, and weightings, with the objective to take minimum risk and achieve maximum returns.
Monitor
The investment committee meet monthly to consider both short-term developments and medium-term trends in economics and markets. The purpose is to monitor the effectiveness of our medium to long term strategic and dynamic asset allocation approach.
Report
Evergreen has developed its own internal portfolio analytics which delivers both simple performance reporting and advanced analysis such as attribution analysis and stress-testing. Reporting is the key to understanding the performance of your portfolio and how performance has been influenced by internal and external forces.
Investment Committee
Angela Ashton
Chair, Director at Evergreen Consultants
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Dr Peter Mavromatis
Senior Consultants (Economics) at Evergreen Consultants
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Brad Bugg
Principal Consultant at Evergreen Consultants
Tony Kofkin
Managing Director Private Wealth & NFP services at Kofkin Bond
Tahli Cavagnino
Financial Advisor at Kofkin
Vaughan Smith
Financial Advisor at Kofkin Bond
Angela Ashton
Angela founded Evergreen in 2016 and is ultimately responsible for all investment activities at Evergreen. Angela has 30 years’ experience in investment markets. She has held senior investment roles at QIC, was Head of Ratings at van Eyk Research and General Manager, Managed Funds Research at IWL Ltd (now CommSec). She has contributed to the industry through serving on a number of education committees with groups such as Kaplan and the Investment Management Consultants Association (IMCA).
Dr Peter Mavromatis
An investment professional with over 20 years of experience across the financial market spectrum, Mav was Chief Investment Officer at Beulah Capital until March 2017. After a hiatus exploring the globe, he joined Evergreen in October 2018. Prior to this, Mav's positions included Macro Strategist and Head of Research at Investorfirst Ltd and Senior Investment Analyst and General Manager – Equities Research at IWL Ltd (CommSec). Mav was also Research Fellow at the Centre of Policy Studies, where he made key contributions to forecast validation of USAGE – a dynamic computable general equilibrium model of the US economy.
Brad Bugg
Brad has nearly 30 years of experience in financial markets, both domestically and overseas, gaining a deep understanding of markets, portfolio construction, asset allocation, manager selection and sustainable investing. Most recently Brad was at Morningstar Investment Management for 13 years where he was responsible for the development and day-to-day management of the multi asset managed account program, as well as leading the firm’s research efforts across fixed income and alternatives markets and strategies. Brad has also spent time at a number of sell-side firms in Sydney and London focussing on fixed income strategies, primarily credit markets.
Tahli Cavagnino
Tahli Cavagnino is an Authorised Representative of Count Financial and a Financial Adviser at Kofkin Bond & Co. Tahli has a Bachelor of Business (Dean’s Honours) with a Major in Marketing and Minors in Banking and Finance and Business Statistics, and a Graduate Diploma of Financial Planning from Deakin University. Tahli was awarded the Deakin University Women in Finance scholarship, and the Tony Munday Professional Year Award at the 2024 Count National Conference. Tahli is dedicated to helping pre-retirees and post-retirees achieve their retirement goals and desired lifestyle. As an accredited age care specialist, Tahli offers expert guidance, ensuring clients can enjoy a secure and fulfilling retirement. Tahli is passionate about promoting financial literacy and empowering individuals to make informed decisions about their financial well-being. Her expertise extends to investment management, retirement income planning, and budgeting, making her a trusted adviser for those seeking to secure their financial future.
Vaughan Smith
Vaughan Smith, a highly experienced financial adviser at Kofkin Bond & Co., is dedicated to assisting individuals and businesses in reaching their financial goals. Renowned for delivering exceptional advice and guidance, Vaughan has a profound understanding of financial markets and diverse investment strategies. He tailors solutions to match clients' specific needs and risk profiles, consistently delivering successful outcomes. Vaughan's expertise spans investment management, retirement planning, tax optimization, estate planning, and wealth preservation. With his ability to analyse complex financial situations and communicate recommendations clearly, he has gained the trust and respect of his clients. Committed to their financial success, Vaughan takes a holistic approach, establishing enduring
Tony Kofkin
Tony Kofkin is a highly respected financial services expert with over 30 years of experience in investment management, wealth planning, and corporate planning.
He is known for his comprehensive and tailored financial solutions that help individuals and businesses achieve their financial goals. Tony's career includes key positions at top financial institutions, where he has built long-term relationships with clients by providing objective guidance and personalised service. Tony stays up-to-date with industry trends and shares his insights as a guest speaker at conferences. He also volunteers his time as a board member for charitable organisations, promoting financial literacy and informed decision-making. Tony has received several accolades, including TFSA National Practice Development Awards (2014 & 2016), TFSA Adviser of the Year, Count Risk Adviser of the Year in 2023, showcasing his outstanding achievements and dedication to his clients' financial well-being.
