Evoke Advisors is a team of entrepreneurs and experienced investors who help families and institutions navigate financial decisions today and for future generations.

Featured News

MAI Capital Management Announces Strategic Partnership with Evoke Advisors

MAI and Evoke have strategically partnered to create a national firm with a shared commitment to become the preeminent destination for clients and the fiduciary-minded advisors who serve them.

“As our industry continues to evolve, growth is about far more than scale — it is about enhancing capabilities and providing the highest level of service possible for our clients.”

Rick Buoncore
Rick Buoncore
Chairman & CEO, MAI Capital Management

“Joining forces with MAI gives our team the scale and resources to deepen our offerings while preserving the vision that brought us to this point. This partnership provides both firms with the opportunity to enhance our abilities to best serve clients and enable the long-term success of the firms we built.”

David Hou
David Hou
Co-Founder and Managing Partner, Evoke Advisors
Our Mission

Help clients achieve exceptional outcomes by providing advice that is objective, personalized, and comprehensive.

Evoke, a division of MAI, is a service-driven team committed to delivering a differentiated wealth management experience, including institutional-quality investment solutions, family office services, access to distinct alternative investments and comprehensive financial and tax planning capabilities.

We founded Evoke to act as a true fiduciary partner, striving to provide unbiased, tailored advice and seeking select investment opportunities.

Meet the Evoke Team ›
Our Approach

Integration. Innovation. Customization.

Through our thoughtful and innovative approach, we aim to become part of your trusted team. Every solution, every opportunity will evolve alongside your current needs and your legacy.
We offer a full range of services to provide comprehensive client solutions.

Families &
Individuals

Weʼve spent decades helping ultra-high net worth families and individuals protect and grow their investment assets.

  • Investment Management
  • Financial Planning
  • Family Office Services

Connect with Our Team ›

Founders &
Entrepreneurs

We help those who share our entrepreneurial spirit achieve more successful business transactions and investments.

  • Custom Investment Portfolios
  • Business Pre-Sale Strategy
  • Tax Strategy & Planning
  • Portfolio Modeling
  • Succession Planning
  • Exit Strategies

Connect with Our Team ›

Family Office
& Tax Services

As your personal CFO, we consolidate and simplify your complex financial life to protect your wealth and preserve your legacy.

  • Tax Planning & Preparation
  • Estate Planning
  • Personal Accounting & Bill Pay
  • Investment Consulting
  • Multiple Entity Management
  • Insurance & Risk Management
  • Next Generation Planning
  • Philanthropy

Connect with Our Team ›

Institutional
Investors

Our vast institutional experience, sophisticated research, innovation and flexibility enable us to meet your evolving investment needs.

  • Portfolio Design & Management
  • Reporting & Portfolio Analytics
  • Manager Diligence & Access
  • Investment Research

Connect with Our Team ›

Who We Are

Experienced Investors

Experienced Investors

Work directly with the people who source and build your portfolios—not salespeople.

Innovative Strategists

Innovative Strategists

From creating feeder vehicles to launching ETFs, to investing with GP-stakes, we prioritize creative solutions.

Thought Leaders

Thought Leaders

Our reputation earns us frequent appearances in high profile conferences, podcasts and media.

Team Players

Team Players

We partner with you and our network of professionals to support your full financial life.

The Evoke Difference

Right-Sized for
Investing Right

Our scale unlocks access to institutional pricing and opportunities. Our niche size allows us to customize portfolios to meet client needs.

Big Bank
Advisory Teams

Less transparent fee structure

Product sales focus

Standard/model
portfolios

Fee transparency

Innovation focus

Custom strategies and
portfolios

Small
Independent
Teams

Less efficient fee structure

Key person dependency

Fewer investment
strategies

Evoke Features

Differentiated Investment Approach

To help shield your portfolio from the unpredictability of the markets, we focus on diversified public and alternative assets with the potential to generate consistent returns at a lower risk of loss. We customize our allocations on the basis of your investment goals, income needs, and risk tolerance.

Asset Allocation

Work directly with the people who source and build your portfolios – not salespeople.

Portfolio Modeling

Advanced analytics to support strategic decisions.

Alternative Investments

We seek to identify strategies that may produce attractive returns with a low correlation to public markets.

Innovative Solutions

Create feeder vehicles for access and potentially better terms.

Tax Optimization

Emphasize tax-efficient strategies for taxable clients.

Latest Insights and Market Perspectives

Podcast

Alex Shahidi: Top 10 Insights of 2025 (Part 2)

 12.31.25
Podcast

Alex Shahidi: Top 10 Insights of 2025 (Part 1)

 12.23.25
Podcast

Pablos Holman: Hacking, Deep Tech & AI

 12.16.25

Office Locations

Los Angeles, California (Evoke)
Main Office

Los Angeles, CA

10635 Santa Monica Blvd, Suite 240
Los Angeles, CA 90025

424-372-1777 Directions Meet the Team
Newport Beach, California (Evoke)

Newport Beach, CA

680 Newport Center Dr, Suite 100
Newport Beach, CA 92660

949-718-4517 Directions Meet the Team
West Palm Beach, Florida (Evoke)

West Palm Beach, FL

515 N Flagler Dr, Suite 315
West Palm Beach, FL 33401

561-940-3700 Directions Meet the Team

Awards and Recognition

We are proud to be recognized for our service and achievements.

View Awards ›

Connect with Evoke

We look forward to learning about your financial goals.

This field is for validation purposes and should be left unchanged.
Name(Required)

*Required Fields