For Wealth Advisors
Speak with confidence on Evergreen funds, their portfolio holdings and access to liquidity.
The Challenge
When presenting Evergreen funds to your clients, you are often forced to rely on glossy marketing materials. There's no independent source of truth — no way to know how a fund actually delivers returns, see portfolio holdings or compare a fund with other funds. This makes it difficult to fulfill your fiduciary duty and leaves you exposed to your clients.
What we hear from advisors
The friction points quietly stalling Evergreen allocations
Clients are asking for alternatives, but product complexity keeps advisors from allocating to them.
Structural confusion
Alternatives is no longer restricted to draw-down funds, but Advisors don’t understand how evergreen funds fit client needs.
How Sekond solves it
Sekond has the leading Evergreen market coverage and is purpose-built to deal with Evergreen funds, including their distinct asset profiles, return targets, investment minimums, fees and liquidity monitoring.
Product Preview: Evergreen Market Coverage
Liquidity anxiety
Advisors remain unclear on Evergreen redemption mechanics, liquidity gates and repurchase limits.
How Sekond solves it
Sekond actively surfaces liquidity windows, documents for redemption processing and liquidity-stress insight in one place — helping advisors avoid surprises when managing liquidity for clients.
Black-box perception
Advisors know that Evergreen funds are novel products, raising concerns about how they may evolve over time.
How Sekond solves it
Sekond provides historical context and the industry’s first Quality of Return analysis so advisors can see exactly how these funds behave across market cycles and deliver results.
