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This special edition addresses the unprecedented challenges and opportunities presented by the COVID-19 pandemic for investors and wealth managers. It highlights the rapid market sell-off, subsequent volatility, and the government’s massive fiscal and monetary interventions.
The journal emphasizes disciplined portfolio management, including asset allocation and rebalancing, to weather turbulent markets. It also explores the impact of the crisis on municipal bonds, capital allocation strategies, and the importance of cybersecurity in a remote work environment.
The firm underscores its commitment to client relationships, long-term planning, and resilient wealth management.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25
