Separately Managed Accounts

Separately Managed Accounts (SMAs) are an option for investors who want professional money managers to manage their assets. SMAs combine the expertise of a personal financial advisor who provides asset allocation and oversight with the investment strategy and expertise of a professional portfolio manager.

Evergreen offers a suite of separately managed strategies for investors that provide personalization, tax efficiency and direct ownership of underlying securities, all in an effort to help investors pursue their specific goals. Evergreen’s separately managed account managers have proven institutional track records in key investment disciplines. We believe Metropolitan West Capital Management offers a unique approach to value equity investing which has performed successfully in different market cycles, while Golden Capital Management takes a consistent, risk-controlled approach to core equity investing.

SMAs may enhance overall portfolio diversification, increase tax efficiency and minimize fees for investors with an investment time horizon of at least 2 to 3 years. Additionally, a SMA may facilitate and enhance tax planning and/or be structured to avoid investing in companies or industries inconsistent with the beliefs and principles of the investor.

With a SMA, investors pay a single fee for advice, trading, asset management, record keeping, manager selection and monitoring. The fees are based on assets rather than transaction volume, aligning the interests of the investor (preserving and growing capital) with those of the financial advisor and money manager. These investments are typically available for investors with $250,000 or more to invest.

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Past performance does not guarantee future results. The performance quoted represents past performance and current performance may be lower or higher. Investment return and principal value of an investment will fluctuate so that investors' shares, when redeemed, may be worth more or less than their original cost. Performance at NAV does not include the effect of sales charges. Performance includes the reinvestment of income, dividends and capital gain distributions.

An investor should consider a fund's investment objectives, risks, charges and expenses carefully before investing. This and other important information can be found in the fund's prospectus. Obtain a prospectus online and read carefully before investing.

Investments in stocks, bonds and mutual funds:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE

Evergreen mutual funds are distributed by Evergreen Investment Services, Inc., 200 Berkeley Street, Boston, MA 02116.

Evergreen mutual funds may be offered only to persons in the United States and by way of a prospectus. This Web site should not be considered a solicitation or offering of any investment products or services to investors residing outside the United States.

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Separately Managed Accounts

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